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 | $39,503 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,066 | $39,859-29.6% | $78,689-64.3% | $57,658-51.3% |
| Participation rate | 97.5% | 66.1%+31.4pp | 73.6%+23.9pp | 70.2%+27.3pp |
| Annual return | 7.80% | 18.96%-11.2pp | 62.18%-54.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $839 | $1,786-53.0% | $2,851-70.6% | $1,974-57.5% |
| Participant deferral / active EE | $2,505 | $2,248+11.4% | $3,517-28.8% | $3,061-18.2% |
| Admin fee / account holder | $109 | $76+42.8% | $4,510-97.6% | $95+15.1% |