Filed January 14, 2026 (most recent of 2 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 |
|---|---|---|
NATIONWIDE7+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $81,380 |
MGKS7+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $8,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,561 | $61,156-2.6% | $185,823-67.9% | $79,386-25.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 9.81% | 19.45%-9.6pp | 122.05%-112.2pp | 116.85%-107.0pp |
| Employer contribution / active EE | $3,742 | $2,321+61.2% | $5,167-27.6% | $2,427+54.1% |
| Participant deferral / active EE | $3,910 | $2,789+40.2% | $5,568-29.8% | $4,046-3.4% |
| Admin fee / account holder | $665 | $710-6.3% | $16,237-95.9% | $626+6.1% |