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 | $100,095 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 5565 GLENRIDGE CONNECTOR NE · ATLANTA, GA 30342 | Investment Management | $41,348 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 28 KREKELER BROWER WEALTH ADVISORS · ALEXANDRIA, VA 22314 | Investment Management | $15,339 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,052 | $155,795+88.7% | $136,294+115.7% | $69,631+322.3% |
| Participation rate | 96.3% | 75.2%+21.0pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 15.86% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $6,363 | $2,991+112.8% | $4,695+35.5% | $2,032+213.1% |
| Participant deferral / active EE | $11,055 | $5,394+105.0% | $6,247+77.0% | $3,224+242.9% |
| Admin fee / account holder | $138 | $128+7.7% | $9,243-98.5% | $110+25.0% |