Filed October 14, 2025
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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,356 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,235 | $33,067+82.2% | $76,523-21.3% | $56,287+7.0% |
| Participation rate | 92.6% | 55.4%+37.2pp | 68.0%+24.6pp | 69.9%+22.8pp |
| Annual return | -3.17% | 2.72%-5.9pp | -0.27%-2.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,004 | $1,200-16.4% | $2,647-62.1% | $2,111-52.5% |
| Participant deferral / active EE | $3,499 | $2,240+56.2% | $3,835-8.8% | $3,350+4.4% |
| Admin fee / account holder | $296 | $537-45.0% | $4,848-93.9% | $521-43.3% |