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 | $7,853 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,765 | $63,764+144.3% | $81,930+90.1% | $79,858+95.1% |
| Participation rate | 84.2% | 67.5%+16.7pp | 72.0%+12.2pp | 69.6%+14.6pp |
| Annual return | 17.19% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $4,861 | $1,795+170.8% | $4,310+12.8% | $2,471+96.7% |
| Participant deferral / active EE | $6,405 | $2,780+130.4% | $7,107-9.9% | $3,740+71.2% |
| Admin fee / account holder | $87 | $4,426-98.0% | $5,158-98.3% | $5,306-98.4% |