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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $1,400 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $227,880 | $70,002+225.5% | $115,037+98.1% | $52,331+335.5% |
| Participation rate | 85.2% | 72.1%+13.1pp | 81.4%+3.8pp | 68.1%+17.1pp |
| Annual return | 1.87% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $5,252 | $2,715+93.4% | $4,608+14.0% | $1,882+179.1% |
| Participant deferral / active EE | $5,472 | $4,920+11.2% | $6,026-9.2% | $3,022+81.1% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-98.9% |