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 | $46,385 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $69,600 | $65,118+6.9% | $76,768-9.3% | $55,725+24.9% |
| Participation rate | 76.7% | 79.6%-2.9pp | 77.0%-0.2pp | 70.9%+5.9pp |
| Annual return | -5.20% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,531 | $1,941-21.1% | $2,485-38.4% | $2,078-26.3% |
| Participant deferral / active EE | $2,424 | $3,688-34.3% | $3,852-37.1% | $3,356-27.8% |
| Admin fee / account holder | $176 | $116+52.2% | $6,675-97.4% | $115+53.1% |