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 6-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 | $62,936 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 28 3280 PEACHTREE ROAD, NE · ATLANTA, GA 30326 | Investment Management | $31,000 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,068 | $59,186+74.1% | $76,768+34.3% | $56,287+83.1% |
| Participation rate | 92.7% | 75.2%+17.5pp | 77.0%+15.7pp | 69.9%+22.9pp |
| Annual return | -4.40% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,457 | $1,759-17.2% | $2,485-41.4% | $2,111-31.0% |
| Participant deferral / active EE | $5,158 | $3,255+58.5% | $3,852+33.9% | $3,350+54.0% |
| Admin fee / account holder | $328 | $489-32.8% | $6,675-95.1% | $521-37.0% |