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 | $34,583 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,469 | $23,385+85.9% | $69,182-37.2% | $57,658-24.6% |
| Participation rate | 20.5% | 37.9%-17.4pp | 55.1%-34.6pp | 70.2%-49.7pp |
| Annual return | 7.19% | -659.34%+666.5pp | -21.93%+29.1pp | 5.13%+2.1pp |
| Employer contribution / active EE | $390 | $422-7.6% | $1,206-67.7% | $1,974-80.2% |
| Participant deferral / active EE | $739 | $843-12.3% | $1,897-61.0% | $3,061-75.8% |
| Admin fee / account holder | $234 | $82+184.5% | $2,697-91.3% | $95+147.2% |