See peer percentile detail. $4.99 for your first month.
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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 | $48,379 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN LP Service code 27 · EIN 13-2625874 | Advisory (Plan) | $6,807 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,692 | $104,475+329.5% | $159,436+181.4% | $79,386+465.2% |
| Participation rate | 89.2% | 76.6%+12.6pp | 82.8%+6.4pp | 70.7%+18.5pp |
| Annual return | 14.84% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $16,780 | $3,417+391.1% | $4,829+247.5% | $2,427+591.3% |
| Participant deferral / active EE | $7,243 | $6,467+12.0% | $7,352-1.5% | $4,046+79.0% |
| Admin fee / account holder | $412 | $711-42.1% | $10,799-96.2% | $626-34.3% |