Filed September 22, 2025 (most recent of 3 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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $30,907 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $19,290 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,960 | $44,221-25.5% | $121,196-72.8% | $56,287-41.4% |
| Participation rate | 79.6% | 61.1%+18.5pp | 71.7%+7.9pp | 69.9%+9.8pp |
| Annual return | -7.48% | -3.58%-3.9pp | 16.93%-24.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,293 | $1,480-12.6% | $4,022-67.8% | $2,111-38.7% |
| Participant deferral / active EE | $2,378 | $2,521-5.7% | $3,344-28.9% | $3,350-29.0% |
| Admin fee / account holder | $94 | $480-80.4% | $5,019-98.1% | $521-81.9% |