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 | $24,913 |
BMO HARRIS BANK NA4+ 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.
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 | $11,161 | $52,953-78.9% | $172,739-93.5% | $65,185-82.9% |
| Participation rate | 84.5% | 66.2%+18.3pp | 82.6%+1.8pp | 70.2%+14.3pp |
| Annual return | 28.10% | 30.12%-2.0pp | 802.84%-774.7pp | 29.38%-1.3pp |
| Employer contribution / active EE | $202 | $2,190-90.8% | $5,143-96.1% | $2,177-90.7% |
| Participant deferral / active EE | $1,176 | $2,471-52.4% | $5,198-77.4% | $3,514-66.5% |
| Admin fee / account holder | $189 | $472-60.0% | $13,954-98.6% | $847-77.7% |