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 | $173,210 |
WEALTHPLAN ADVISORS LLC6+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E INDIAN SCHOOL RD, SUITE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $60,000 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $13,085 |
BMO HARRIS BANK NA5+ 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 | $104,548 | $48,592+115.2% | $185,823-43.7% | $90,288+15.8% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.0%+20.9pp | 73.4%+25.6pp |
| Annual return | 19.16% | 68.51%-49.4pp | 35.95%-16.8pp | 53.97%-34.8pp |
| Employer contribution / active EE | $556 | $1,389-59.9% | $4,087-86.4% | $2,524-78.0% |
| Participant deferral / active EE | $5,952 | $3,463+71.9% | $5,632+5.7% | $4,232+40.6% |
| Admin fee / account holder | $100 | $77+28.9% | $9,500-98.9% | $114-12.5% |