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 | $54,179 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $22,238 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,071 | $122,709+28.0% | $88,497+77.5% | $57,658+172.4% |
| Participation rate | 100.0% | 89.9%+10.1pp | 82.4%+17.6pp | 70.2%+29.8pp |
| Annual return | 1.17% | 10.63%-9.5pp | 7.63%-6.5pp | 5.13%-4.0pp |
| Employer contribution / active EE | $4,454 | $4,531-1.7% | $4,036+10.3% | $1,974+125.6% |
| Participant deferral / active EE | $6,935 | $6,704+3.4% | $4,899+41.6% | $3,061+126.6% |
| Admin fee / account holder | $215 | $93+132.4% | $6,220-96.5% | $95+127.7% |