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 9-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 | $200 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,223 | $53,925-82.9% | $75,670-87.8% | $69,631-86.8% |
| Participation rate | 19.5% | 71.2%-51.7pp | 72.3%-52.9pp | 70.7%-51.2pp |
| Annual return | 25.58% | 17.84%+7.7pp | 27.34%-1.8pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $184 | $1,802-89.8% | $2,352-92.2% | $2,032-90.9% |
| Participant deferral / active EE | $443 | $2,569-82.8% | $3,142-85.9% | $3,224-86.3% |
| Admin fee / account holder | $4 | $97-95.9% | $5,800-99.9% | $110-96.4% |