Filed August 22, 2025
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, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $4,500 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $51,599 | $54,890-6.0% | $63,517-18.8% | $59,188-12.8% |
| Participation rate | 73.9% | 75.6%-1.7pp | 71.0%+2.9pp | 69.4%+4.5pp |
| Annual return | 1.06% | 4.56%-3.5pp | -70.30%+71.4pp | 5.51%-4.5pp |
| Employer contribution / active EE | $998 | $1,831-45.5% | $2,322-57.0% | $2,098-52.4% |
| Participant deferral / active EE | $1,642 | $2,803-41.4% | $2,953-44.4% | $3,265-49.7% |
| Admin fee / account holder | $4 | $66-93.3% | $5,892-99.9% | $92-95.2% |