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 | $15,082 |
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 | $223,943 | $99,957+124.0% | $149,696+49.6% | $73,488+204.7% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 21.33% | 53.87%-32.5pp | 276.60%-255.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $8,451 | $3,191+164.8% | $4,644+82.0% | $2,270+272.3% |
| Participant deferral / active EE | $10,949 | $6,073+80.3% | $6,842+60.0% | $3,740+192.8% |
| Admin fee / account holder | $92 | $551-83.3% | $9,309-99.0% | $513-82.1% |