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 10-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 | $37,638 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY/JEFFREY PETRONE Service code 27 1400 CENTREPARK BLVD · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $19,841 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $35,462 | $73,404-51.7% | $87,100-59.3% | $67,579-47.5% |
| Participation rate | 87.1% | 80.9%+6.2pp | 76.9%+10.2pp | 71.3%+15.8pp |
| Annual return | 19.48% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.1pp |
| Employer contribution / active EE | $748 | $2,014-62.9% | $2,521-70.3% | $2,148-65.2% |
| Participant deferral / active EE | $3,236 | $3,913-17.3% | $4,049-20.1% | $3,539-8.6% |
| Admin fee / account holder | $218 | $142+53.8% | $7,497-97.1% | $142+53.0% |