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 | $96,230 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $27,612 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $25,966 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,474 | $33,780-24.6% | $74,550-65.8% | $75,289-66.2% |
| Participation rate | 89.6% | 62.7%+26.9pp | 69.1%+20.5pp | 72.4%+17.2pp |
| Annual return | 0.00% | -1.24%+1.2pp | 32.53%-32.5pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,015 | $1,890-46.3% | $3,108-67.3% | $3,739-72.9% |
| Admin fee / account holder | $115 | $86+33.4% | $5,060-97.7% | $102+12.6% |