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 | $34,459 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 28 5565 GLENRIDGE CONNECTOR NE · ATLANTA, GA 30342 | Investment Management | $8,848 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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.
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 | $137,088 | $88,122+55.6% | $141,162-2.9% | $67,579+102.9% |
| Participation rate | 79.4% | 76.5%+3.0pp | 82.5%-3.0pp | 71.3%+8.2pp |
| Annual return | 20.03% | 75.40%-55.4pp | 71.39%-51.4pp | 378.56%-358.5pp |
| Employer contribution / active EE | $12,375 | $3,224+283.8% | $4,735+161.4% | $2,148+476.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $145 | $131+10.7% | $10,261-98.6% | $142+1.8% |