Filed April 16, 2026
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 | $96,379 |
Filed as: BENJAMIN F. EDWARDS & CO Service code 27 5370 KIETZKE LN · RENO, NC 89511 | Advisory (Plan) | $33,500 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,467 | $88,890-8.4% | $102,423-20.5% | $77,643+4.9% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.5%+21.4pp | 70.6%+27.3pp |
| Annual return | 12.12% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $4,024 | $2,698+49.2% | $3,023+33.1% | $2,726+47.6% |
| Participant deferral / active EE | $7,446 | $5,145+44.7% | $5,053+47.4% | $4,647+60.2% |
| Admin fee / account holder | $218 | $235-7.4% | $9,451-97.7% | $430-49.4% |