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: SFG RETIREMENT PLAN CONSULTING, LLC Service code 26 · EIN 46-4984194 | Advisory (Participants) | $39,797 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,275 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $95,881 | $73,404+30.6% | $87,100+10.1% | $67,579+41.9% |
| Participation rate | 79.6% | 80.9%-1.3pp | 76.9%+2.7pp | 71.3%+8.3pp |
| Annual return | 21.12% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,102 | $2,014+4.4% | $2,521-16.6% | $2,148-2.1% |
| Participant deferral / active EE | $4,200 | $3,913+7.4% | $4,049+3.7% | $3,539+18.7% |
| Admin fee / account holder | $207 | $142+46.4% | $7,497-97.2% | $142+45.7% |