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 | $174,619 |
WEALTHPLAN ADVISORS LLC4+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E INDIAN SCHOOL RD, SUITE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $60,000 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $11,000 |
BMO HARRIS BANK NA3+ 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 | $78,948 | $38,058+107.4% | $169,463-53.4% | $75,289+4.9% |
| Participation rate | 97.9% | 65.1%+32.8pp | 77.8%+20.1pp | 72.4%+25.5pp |
| Annual return | -5.18% | -2.88%-2.3pp | 1.83%-7.0pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,979 | $1,478+33.8% | $4,159-52.4% | $2,405-17.7% |
| Participant deferral / active EE | $5,528 | $3,201+72.7% | $5,277+4.8% | $3,739+47.9% |
| Admin fee / account holder | $109 | $85+27.6% | $9,109-98.8% | $102+6.3% |