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 | $24,486 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,599 | $55,453-86.3% | $170,442-95.5% | $62,292-87.8% |
| Participation rate | 95.8% | 66.4%+29.4pp | 83.6%+12.2pp | 69.5%+26.3pp |
| Annual return | 16.65% | 21.38%-4.7pp | 205.93%-189.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $194 | $2,164-91.0% | $5,433-96.4% | $2,042-90.5% |
| Participant deferral / active EE | $1,164 | $2,303-49.4% | $4,939-76.4% | $3,169-63.3% |
| Admin fee / account holder | $151 | $455-66.8% | $13,880-98.9% | $479-68.5% |