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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $44,187 |
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $17,600 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $15,978 |
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 | $46,878 | $46,173+1.5% | $170,442-72.5% | $69,631-32.7% |
| Participation rate | 85.3% | 63.9%+21.4pp | 83.6%+1.7pp | 70.7%+14.6pp |
| Annual return | 16.14% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,140 | $1,610-29.2% | $5,433-79.0% | $2,032-43.9% |
| Participant deferral / active EE | $2,767 | $2,080+33.0% | $4,939-44.0% | $3,224-14.2% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |