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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,275 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $40,193 | $58,758-31.6% | $70,014-42.6% | $63,975-37.2% |
| Participation rate | 99.0% | 77.5%+21.5pp | 71.8%+27.2pp | 71.1%+27.9pp |
| Annual return | 7.61% | 18.05%-10.4pp | 12.99%-5.4pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,152 | $1,973-41.6% | $2,338-50.7% | $2,182-47.2% |
| Participant deferral / active EE | $2,394 | $2,912-17.8% | $2,931-18.3% | $3,356-28.7% |
| Admin fee / account holder | $4 | $71-94.0% | $4,380-99.9% | $70-94.0% |