Filed August 19, 2025 (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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $25,205 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant 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 | $92,715 | $78,419+18.2% | $133,956-30.8% | $73,409+26.3% |
| Participation rate | 87.8% | 78.6%+9.2pp | 79.8%+8.0pp | 72.2%+15.7pp |
| Annual return | 14.99% | 33.35%-18.4pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $394 | $2,044-80.7% | $3,919-89.9% | $2,234-82.4% |
| Participant deferral / active EE | $5,746 | $3,925+46.4% | $5,048+13.8% | $3,805+51.0% |
| Admin fee / account holder | $57 | $161-64.7% | $8,927-99.4% | $158-63.9% |