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 | $134,202 |
HAYS FINANCIAL GROUP3+ years Filed as: HAYS INVESTMENT ADVISORS, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $50,000 |
ACCREDITED INVESTORS INC.3+ years Filed as: ACCREDITED INVESTORS, LLC Service code 27 · EIN 41-1581164 | Advisory (Plan) | $17,962 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $8,293 |
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 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 | $234,583 | $155,795+50.6% | $136,294+72.1% | $69,631+236.9% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 19.39% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $9,142 | $2,991+205.6% | $4,695+94.7% | $2,032+349.9% |
| Participant deferral / active EE | $7,990 | $5,394+48.1% | $6,247+27.9% | $3,224+147.9% |
| Admin fee / account holder | $41 | $128-67.8% | $9,243-99.6% | $110-62.6% |