See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $37,153 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,454 | $29,369+122.9% | $77,482-15.5% | $73,409-10.8% |
| Participation rate | 32.7% | 37.9%-5.3pp | 54.2%-21.5pp | 72.2%-39.5pp |
| Annual return | 19.72% | 358.15%-338.4pp | 54.79%-35.1pp | 59.29%-39.6pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,276 | $941+35.7% | $1,861-31.4% | $3,805-66.5% |
| Admin fee / account holder | $208 | $123+69.1% | $2,858-92.7% | $158+31.5% |