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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $13,930 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,285 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $58,501 | $72,770-19.6% | $67,652-13.5% | $55,191+6.0% |
| Participation rate | 84.4% | 78.8%+5.6pp | 75.7%+8.7pp | 69.2%+15.2pp |
| Annual return | 1.11% | -3.26%+4.4pp | 6625.04%-6623.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,795 | $1,769+1.5% | $2,266-20.8% | $1,899-5.5% |
| Participant deferral / active EE | $2,722 | $3,408-20.1% | $3,560-23.5% | $3,046-10.6% |
| Admin fee / account holder | $104 | $79+31.8% | $4,821-97.8% | $91+14.4% |