Filed January 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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $57,362 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $16,303 |
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 | $36,961 | $36,916+0.1% | $156,549-76.4% | $57,658-35.9% |
| Participation rate | 86.9% | 63.4%+23.4pp | 84.0%+2.8pp | 70.2%+16.6pp |
| Annual return | 10.12% | 12.38%-2.3pp | 32.23%-22.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $1,080 | $1,571-31.2% | $5,501-80.4% | $1,974-45.3% |
| Participant deferral / active EE | $2,486 | $1,926+29.1% | $4,871-49.0% | $3,061-18.8% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |