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 | $42,872 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,103 | $79,519+25.9% | $95,952+4.3% | $73,409+36.4% |
| Participation rate | 85.0% | 81.2%+3.8pp | 77.1%+7.9pp | 72.2%+12.8pp |
| Annual return | 20.47% | 19.20%+1.3pp | 91.61%-71.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,994 | $2,048-2.6% | $2,541-21.5% | $2,234-10.7% |
| Participant deferral / active EE | $3,122 | $4,138-24.6% | $4,167-25.1% | $3,805-18.0% |
| Admin fee / account holder | $156 | $184-15.1% | $6,795-97.7% | $158-0.9% |