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 | $20,179 |
FINANCIAL CONCEPTS, INC.6+ years Service code 28 · EIN 41-1505971 | Investment Management | $15,616 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 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 | $86,950 | $70,908+22.6% | $98,907-12.1% | $73,488+18.3% |
| Participation rate | 98.5% | 73.8%+24.8pp | 76.0%+22.5pp | 70.7%+27.9pp |
| Annual return | 12.80% | 34.17%-21.4pp | 196.43%-183.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,353 | $2,036+15.5% | $2,689-12.5% | $2,270+3.6% |
| Participant deferral / active EE | $3,256 | $3,500-7.0% | $4,244-23.3% | $3,740-12.9% |
| Admin fee / account holder | $212 | $535-60.4% | $6,642-96.8% | $513-58.7% |