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 | $39,008 |
BMO HARRIS BANK NA5+ 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 | $80,182 | $73,404+9.2% | $87,100-7.9% | $67,579+18.6% |
| Participation rate | 78.0% | 80.9%-2.8pp | 76.9%+1.2pp | 71.3%+6.7pp |
| Annual return | 22.54% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,537 | $2,014-23.7% | $2,521-39.0% | $2,148-28.4% |
| Participant deferral / active EE | $2,451 | $3,913-37.3% | $4,049-39.4% | $3,539-30.7% |
| Admin fee / account holder | $137 | $142-3.0% | $7,497-98.2% | $142-3.5% |