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 | $27,698 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $11,250 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $7,396 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,435 | $49,138-40.1% | $84,015-65.0% | $65,185-54.8% |
| Participation rate | 81.8% | 60.7%+21.0pp | 69.0%+12.8pp | 70.2%+11.6pp |
| Annual return | 17.64% | 23.00%-5.4pp | 71.31%-53.7pp | 29.38%-11.7pp |
| Employer contribution / active EE | $144 | $914-84.2% | $1,983-92.7% | $2,177-93.4% |
| Participant deferral / active EE | $751 | $2,397-68.7% | $3,239-76.8% | $3,514-78.6% |
| Admin fee / account holder | $154 | $543-71.6% | $6,101-97.5% | $847-81.8% |