Filed May 22, 2025
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC RETIREMENT PARTNERS Service code 16 20891 MONTEREY AVE · PRIOR LAKE, MN 55372 | Consulting | $34,420 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $33,143 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,393 | $65,376+4.6% | $87,100-21.5% | $65,185+4.9% |
| Participation rate | 96.6% | 75.3%+21.2pp | 76.9%+19.7pp | 70.2%+26.4pp |
| Annual return | 25.12% | 31.27%-6.2pp | 28.19%-3.1pp | 29.38%-4.3pp |
| Employer contribution / active EE | $721 | $1,822-60.4% | $2,521-71.4% | $2,177-66.9% |
| Participant deferral / active EE | $6,323 | $3,388+86.6% | $4,049+56.2% | $3,514+79.9% |
| Admin fee / account holder | $340 | $520-34.7% | $7,497-95.5% | $847-59.9% |