See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,657 |
Service code 10 · EIN 43-1947695 | Accounting | $8,950 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,607 | $58,083+16.4% | $80,019-15.5% | $56,287+20.1% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.8%+22.4pp | 69.9%+28.4pp |
| Annual return | -5.85% | 34.61%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,016 | $1,932-47.4% | $2,468-58.8% | $2,111-51.9% |
| Participant deferral / active EE | $3,159 | $3,135+0.8% | $3,686-14.3% | $3,350-5.7% |
| Admin fee / account holder | $311 | $623-50.1% | $6,521-95.2% | $521-40.3% |