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 | $29,504 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY/JEFFREY PETRONE Service code 27 1400 CENTREPARK BLVD · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $22,880 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA 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 | $36,492 | $79,519-54.1% | $95,952-62.0% | $73,409-50.3% |
| Participation rate | 97.2% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 15.20% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $980 | $2,048-52.1% | $2,541-61.4% | $2,234-56.1% |
| Participant deferral / active EE | $3,654 | $4,138-11.7% | $4,167-12.3% | $3,805-4.0% |
| Admin fee / account holder | $160 | $184-13.4% | $6,795-97.6% | $158+1.2% |