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 |
|---|---|---|
NATIONWIDE9+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $79,759 |
MGKS9+ years Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $12,280 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,025 | $61,272-10.2% | $149,673-63.2% | $71,457-23.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.79% | 35.85%-24.1pp | 134.42%-122.6pp | 28.85%-17.1pp |
| Employer contribution / active EE | $4,115 | $2,378+73.0% | $4,818-14.6% | $2,588+59.0% |
| Participant deferral / active EE | $4,668 | $2,917+60.0% | $5,680-17.8% | $4,289+8.8% |
| Admin fee / account holder | $567 | $1,261-55.0% | $13,210-95.7% | $1,587-64.3% |