See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $27,794 |
FINANCIAL CONCEPTS, INC.5+ years Service code 28 · EIN 41-1505971 | Investment Management | $17,935 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,026 | $76,367+103.0% | $93,606+65.6% | $72,985+112.4% |
| Participation rate | 98.6% | 71.7%+26.8pp | 75.8%+22.7pp | 69.5%+29.1pp |
| Annual return | 22.47% | 25.82%-3.4pp | 32.76%-10.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $9,327 | $2,275+309.9% | $2,718+243.2% | $2,440+282.3% |
| Participant deferral / active EE | $5,660 | $3,538+60.0% | $4,069+39.1% | $3,607+56.9% |
| Admin fee / account holder | $440 | $6,838-93.6% | $7,888-94.4% | $5,124-91.4% |