See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $133,653 |
HAYS FINANCIAL GROUP5+ years Filed as: HAYS INVESTMENT ADVISORS, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $25,000 |
ACCREDITED INVESTORS INC.5+ years Filed as: ACCREDITED INVESTORS, LLC Service code 27 · EIN 41-1581164 | Advisory (Plan) | $19,577 |
ALLSTAR FINANCIAL1 year Service code 27 3800 AMERICAN BLVD W. SUITE 620 · MINNEAPOLIS, MA 55431 | Advisory (Plan) | $12,500 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $11,091 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,082 | $88,122+203.1% | $141,162+89.2% | $67,579+295.2% |
| Participation rate | 93.8% | 76.5%+17.3pp | 82.5%+11.3pp | 71.3%+22.5pp |
| Annual return | 22.52% | 75.40%-52.9pp | 71.39%-48.9pp | 378.56%-356.0pp |
| Employer contribution / active EE | $8,193 | $3,224+154.1% | $4,735+73.0% | $2,148+281.5% |
| Participant deferral / active EE | $7,826 | $5,958+31.4% | $6,709+16.6% | $3,539+121.1% |
| Admin fee / account holder | $26 | $131-79.9% | $10,261-99.7% | $142-81.5% |