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 | $24,318 |
BMO HARRIS BANK NA5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,776 | $58,879-81.7% | $178,490-94.0% | $73,488-85.3% |
| Participation rate | 93.8% | 66.2%+27.5pp | 81.9%+11.8pp | 70.7%+23.1pp |
| Annual return | 15.13% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $205 | $2,236-90.8% | $5,011-95.9% | $2,270-91.0% |
| Participant deferral / active EE | $1,339 | $2,567-47.8% | $5,202-74.3% | $3,740-64.2% |
| Admin fee / account holder | $172 | $400-56.9% | $13,984-98.8% | $513-66.4% |