Filed March 25, 2026 (most recent of 2 filings on file)
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 | $35,142 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,493 | $138,347+16.0% | $184,203-12.9% | $80,856+98.5% |
| Participation rate | 99.0% | 83.9%+15.1pp | 86.8%+12.2pp | 67.6%+31.3pp |
| Annual return | 13.60% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,340 | $4,850-31.1% | $6,427-48.0% | $2,755+21.2% |
| Participant deferral / active EE | $9,064 | $7,071+28.2% | $9,131-0.7% | $4,296+111.0% |
| Admin fee / account holder | $300 | $10,483-97.1% | $13,901-97.8% | $6,918-95.7% |