Filed August 22, 2025
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 | $24,323 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,130 | $66,457+23.6% | $81,382+0.9% | $77,643+5.8% |
| Participation rate | 43.2% | 68.7%-25.6pp | 69.5%-26.3pp | 70.6%-27.4pp |
| Annual return | 13.20% | 15.93%-2.7pp | 24.73%-11.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,058 | $2,159-51.0% | $2,463-57.0% | $2,726-61.2% |
| Participant deferral / active EE | $1,511 | $3,679-58.9% | $3,883-61.1% | $4,647-67.5% |
| Admin fee / account holder | $182 | $583-68.8% | $5,768-96.8% | $430-57.8% |