Filed December 5, 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 |
|---|---|---|
NATIONWIDE9 years Filed as: NATIONWIDE LIFE INSURANCE Service code 26 · EIN 31-4156830 | Advisory (Participants) | $44,888 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 22 | Insurance Broker | $31,551 |
STADION MONEY MANAGEMENT4 years Service code 22 · EIN 45-1564286 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Insurance Broker | $19,084 |
PLANNED FINANCIAL PROGRAMS8 years Service code 13 · EIN 22-1914735 | Contract Administrator | $9,816 |
IRON-CO-FID-COMPREHENSIVE8 years Service code 28 · EIN 26-2409128 | Investment Management | $6,440 |
CETERA ADVISOR NETWORKS LLC2 years Service code 28 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455670 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,762 | $50,820-71.0% | $155,567-90.5% | $77,671-81.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.21% | 34.85%-23.6pp | 64.74%-53.5pp | 31.21%-20.0pp |
| Employer contribution / active EE | $1,424 | $1,993-28.5% | $4,674-69.5% | $2,726-47.8% |
| Participant deferral / active EE | $1,175 | $2,823-58.4% | $5,628-79.1% | $4,648-74.7% |
| Admin fee / account holder | $41 | $436-90.6% | $15,916-99.7% | $430-90.5% |