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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 53 · EIN 93-0987232 18700 N. HAYDEN RD., STE 225 · SCOTTSDALE, AZ 85255 | Insurance Commissions | $43,902 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $31,883 |
NATIONWIDE11+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $28,582 |
NYDIA BERDECIA-GRAUER1 year Filed as: NYDIA RETIREMENT Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $7,300 |
Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,578 |
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 | $73,182 | $49,915+46.6% | $154,803-52.7% | $74,304-1.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 11.24% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.2pp |
| Employer contribution / active EE | $4,683 | $1,611+190.6% | $4,305+8.8% | $2,241+108.9% |
| Participant deferral / active EE | $5,665 | $2,255+151.2% | $5,540+2.2% | $3,767+50.4% |
| Admin fee / account holder | $577 | $2,189-73.6% | $14,329-96.0% | $2,969-80.6% |