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 | $45,653 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 · EIN 13-2625874 | Advisory (Plan) | $9,877 |
BMO HARRIS BANK NA4+ 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.)
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 | $335,756 | $89,652+274.5% | $141,162+137.9% | $65,185+415.1% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.5%+13.8pp | 70.2%+26.0pp |
| Annual return | 22.24% | 32.79%-10.6pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $16,193 | $3,065+428.4% | $4,735+242.0% | $2,177+644.0% |
| Participant deferral / active EE | $6,360 | $5,691+11.8% | $6,709-5.2% | $3,514+81.0% |
| Admin fee / account holder | $378 | $569-33.6% | $10,261-96.3% | $847-55.4% |