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 8-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 | $222,565 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,250 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,709 | $60,396-1.1% | $83,848-28.8% | $75,289-20.7% |
| Participation rate | 39.4% | 80.7%-41.3pp | 76.1%-36.8pp | 72.4%-33.0pp |
| Annual return | -2.79% | 3.84%-6.6pp | 850.88%-853.7pp | -0.04%-2.7pp |
| Employer contribution / active EE | $971 | $3,343-71.0% | $3,631-73.3% | $2,405-59.6% |
| Participant deferral / active EE | $2,071 | $2,922-29.1% | $4,082-49.3% | $3,739-44.6% |
| Admin fee / account holder | $192 | $141+35.6% | $5,478-96.5% | $102+87.2% |