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 | $89,339 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,000 | $52,293+162.0% | $178,490-23.2% | $73,409+86.6% |
| Participation rate | 92.3% | 65.3%+26.9pp | 81.9%+10.3pp | 72.2%+20.1pp |
| Annual return | 3.15% | 34.75%-31.6pp | 151.07%-147.9pp | 59.29%-56.1pp |
| Employer contribution / active EE | $4,339 | $1,735+150.0% | $5,011-13.4% | $2,234+94.2% |
| Participant deferral / active EE | $4,512 | $2,332+93.5% | $5,202-13.3% | $3,805+18.6% |
| Admin fee / account holder | $193 | $127+51.2% | $13,984-98.6% | $158+22.0% |