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 | $69,001 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,249 | $80,753+300.3% | $136,294+137.2% | $62,292+418.9% |
| Participation rate | 95.0% | 73.5%+21.5pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 15.35% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $16,415 | $2,884+469.2% | $4,695+249.6% | $2,042+703.8% |
| Participant deferral / active EE | $6,125 | $5,164+18.6% | $6,247-2.0% | $3,169+93.3% |
| Admin fee / account holder | $523 | $525-0.5% | $9,243-94.3% | $479+9.1% |