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 |
|---|---|---|
NATIONWIDE8+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $79,786 |
MGKS8+ years Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $10,620 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 7517 S MCCLINTOCK, STE 107 · TEMPE, AZ 85283 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,075 | $65,061-23.0% | $143,757-65.2% | $66,914-25.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.88% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $3,856 | $2,361+63.3% | $4,951-22.1% | $2,544+51.5% |
| Participant deferral / active EE | $4,314 | $2,919+47.8% | $5,637-23.5% | $4,237+1.8% |
| Admin fee / account holder | $626 | $502+24.8% | $14,673-95.7% | $593+5.6% |