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 | $20,167 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $12,345 | $61,156-79.8% | $185,823-93.4% | $79,386-84.4% |
| Participation rate | 96.0% | 66.6%+29.4pp | 81.7%+14.3pp | 70.7%+25.3pp |
| Annual return | 14.82% | 19.45%-4.6pp | 122.05%-107.2pp | 116.85%-102.0pp |
| Employer contribution / active EE | $256 | $2,321-89.0% | $5,167-95.0% | $2,427-89.5% |
| Participant deferral / active EE | $1,946 | $2,789-30.2% | $5,568-65.0% | $4,046-51.9% |
| Admin fee / account holder | $140 | $710-80.3% | $16,237-99.1% | $626-77.6% |