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) | $40,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,117 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,838 | $79,519+38.1% | $95,952+14.5% | $73,409+49.6% |
| Participation rate | 82.7% | 81.2%+1.5pp | 77.1%+5.6pp | 72.2%+10.5pp |
| Annual return | 16.43% | 19.20%-2.8pp | 91.61%-75.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,345 | $2,048+14.5% | $2,541-7.7% | $2,234+5.0% |
| Participant deferral / active EE | $4,853 | $4,138+17.3% | $4,167+16.5% | $3,805+27.5% |
| Admin fee / account holder | $203 | $184+10.0% | $6,795-97.0% | $158+28.5% |