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 | $86,377 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $161,135 | $138,427+16.4% | $97,995+64.4% | $69,631+131.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 10.67% | 26.21%-15.5pp | 23.94%-13.3pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $4,093 | $4,858-15.7% | $4,158-1.6% | $2,032+101.4% |
| Participant deferral / active EE | $6,407 | $7,165-10.6% | $5,097+25.7% | $3,224+98.7% |
| Admin fee / account holder | $227 | $101+125.0% | $5,943-96.2% | $110+105.3% |