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 |
|---|---|---|
FINANCIAL CONCEPTS, INC.3+ years Service code 28 · EIN 41-1505971 | Investment Management | $28,307 |
Filed as: ONEAMERICA RETIREMENT SERVICES,LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,598 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,143 | $63,299+50.3% | $91,001+4.6% | $62,292+52.7% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.6%+23.5pp | 69.5%+29.6pp |
| Annual return | 18.25% | 20.99%-2.7pp | 4.60%+13.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,272 | $1,807+25.7% | $2,456-7.5% | $2,042+11.2% |
| Participant deferral / active EE | $3,260 | $2,943+10.8% | $3,547-8.1% | $3,169+2.9% |
| Admin fee / account holder | $291 | $468-37.8% | $5,417-94.6% | $479-39.3% |