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 7-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 | $90,020 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $8,750 |
BMO HARRIS BANK NA1 year Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,850 | $185,342-60.2% | $111,297-33.6% | $86,799-14.9% |
| Participation rate | 99.5% | 81.0%+18.5pp | 77.3%+22.2pp | 72.3%+27.2pp |
| Annual return | 14.48% | 500.80%-486.3pp | 54.65%-40.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,839 | $2,246+26.4% | $2,731+4.0% | $2,405+18.0% |
| Participant deferral / active EE | $4,251 | $4,458-4.7% | $4,487-5.3% | $4,131+2.9% |
| Admin fee / account holder | $102 | $255-60.2% | $7,964-98.7% | $170-40.1% |