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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,386 |
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 | $58,325 | $107,378-45.7% | $108,579-46.3% | $57,658+1.2% |
| Participation rate | 96.1% | 77.1%+19.0pp | 79.6%+16.5pp | 70.2%+25.9pp |
| Annual return | 24.53% | 12.80%+11.7pp | -51.70%+76.2pp | 5.13%+19.4pp |
| Employer contribution / active EE | $1,283 | $1,782-28.0% | $3,758-65.9% | $1,974-35.0% |
| Participant deferral / active EE | $3,569 | $3,221+10.8% | $4,311-17.2% | $3,061+16.6% |
| Admin fee / account holder | $178 | $108+64.0% | $7,645-97.7% | $95+88.2% |