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 | $31,816 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 4200 W. 115TH STREET · LEAWOOD, KS 66211 | Advisory (Plan) | $9,760 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,921 | $59,186+43.5% | $76,768+10.6% | $56,287+50.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 10.15% | 6.62%+3.5pp | 2.43%+7.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $1,435 | $1,759-18.4% | $2,485-42.3% | $2,111-32.0% |
| Participant deferral / active EE | $1,326 | $3,255-59.3% | $3,852-65.6% | $3,350-60.4% |
| Admin fee / account holder | $344 | $489-29.7% | $6,675-94.9% | $521-34.0% |