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 | $24,219 |
FINANCIAL CONCEPTS, INC.5+ years Service code 28 · EIN 41-1505971 | Investment Management | $15,893 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,641 | $66,310+23.1% | $93,606-12.8% | $65,185+25.2% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.8%+23.4pp | 70.2%+29.0pp |
| Annual return | 21.48% | 42.58%-21.1pp | 32.76%-11.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,457 | $2,012+22.1% | $2,718-9.6% | $2,177+12.9% |
| Participant deferral / active EE | $3,312 | $3,342-0.9% | $4,069-18.6% | $3,514-5.7% |
| Admin fee / account holder | $243 | $6,897-96.5% | $7,888-96.9% | $847-71.3% |