See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $83,975 |
FROST BANK5+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $33,253 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,480 | $79,519-22.7% | $95,952-35.9% | $73,409-16.3% |
| Participation rate | 86.1% | 81.2%+4.9pp | 77.1%+9.0pp | 72.2%+13.9pp |
| Annual return | 14.30% | 19.20%-4.9pp | 91.61%-77.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,407 | $2,048+17.5% | $2,541-5.3% | $2,234+7.7% |
| Participant deferral / active EE | $3,704 | $4,138-10.5% | $4,167-11.1% | $3,805-2.7% |
| Admin fee / account holder | $391 | $184+112.0% | $6,795-94.2% | $158+147.5% |