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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $33,321 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $21,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,436 | $53,901-15.7% | $134,143-66.1% | $73,488-38.2% |
| Participation rate | 75.5% | 62.8%+12.7pp | 72.2%+3.4pp | 70.7%+4.8pp |
| Annual return | 15.19% | 15.82%-0.6pp | 36.33%-21.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,152 | $1,458-21.0% | $3,704-68.9% | $2,270-49.2% |
| Participant deferral / active EE | $1,927 | $2,739-29.6% | $3,499-44.9% | $3,740-48.5% |
| Admin fee / account holder | $100 | $581-82.9% | $6,684-98.5% | $513-80.6% |