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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $31,560 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $19,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,138 | $46,674-22.6% | $117,472-69.2% | $68,494-47.2% |
| Participation rate | 98.8% | 56.8%+42.0pp | 70.6%+28.2pp | 67.9%+30.9pp |
| Annual return | -17.02% | -14.52%-2.5pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,091 | $1,505+39.0% | $4,176-49.9% | $2,596-19.4% |
| Participant deferral / active EE | $3,716 | $2,636+41.0% | $4,070-8.7% | $4,027-7.7% |
| Admin fee / account holder | $97 | $4,020-97.6% | $5,645-98.3% | $5,403-98.2% |