Filed June 23, 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,850 |
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 | $53,552 | $57,096-6.2% | $94,224-43.2% | $55,191-3.0% |
| Participation rate | 96.3% | 75.7%+20.7pp | 78.8%+17.6pp | 69.2%+27.2pp |
| Annual return | 1.29% | 159.65%-158.4pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,219 | $1,708-28.6% | $3,587-66.0% | $1,899-35.8% |
| Participant deferral / active EE | $3,459 | $3,165+9.3% | $4,320-19.9% | $3,046+13.6% |
| Admin fee / account holder | $173 | $89+94.3% | $6,269-97.2% | $91+91.0% |