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 | $125,886 |
HAYS FINANCIAL GROUP4+ years Filed as: HAYS INVESTMENT ADVISORS, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $50,000 |
ACCREDITED INVESTORS INC.4+ years Filed as: ACCREDITED INVESTORS, LLC Service code 27 · EIN 41-1581164 | Advisory (Plan) | $21,127 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $9,872 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 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 | $225,277 | $75,388+198.8% | $123,544+82.3% | $55,725+304.3% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.3%+13.0pp | 70.9%+24.4pp |
| Annual return | -5.16% | 4.48%-9.6pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $9,120 | $3,063+197.7% | $4,628+97.1% | $2,078+338.8% |
| Participant deferral / active EE | $8,389 | $5,651+48.5% | $6,426+30.5% | $3,356+150.0% |
| Admin fee / account holder | $49 | $120-58.8% | $9,284-99.5% | $115-57.2% |