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 | $32,948 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 4200 W. 115TH STREET · LEAWOOD, KS 66211 | Advisory (Plan) | $10,126 |
BMO HARRIS BANK NA4+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,711 | $91,418-6.2% | $87,100-1.6% | - |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.9%+23.1pp | - |
| Annual return | 4.71% | 14.06%-9.3pp | 28.19%-23.5pp | - |
| Employer contribution / active EE | $1,444 | $2,156-33.0% | $2,521-42.7% | - |
| Participant deferral / active EE | $1,715 | $3,251-47.2% | $4,049-57.6% | - |
| Admin fee / account holder | $356 | $8,929-96.0% | $7,497-95.3% | - |