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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $128,664 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,756 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,783 | $78,419-11.0% | $133,956-47.9% | $73,409-4.9% |
| Participation rate | 97.9% | 78.6%+19.3pp | 79.8%+18.0pp | 72.2%+25.7pp |
| Annual return | 17.56% | 33.35%-15.8pp | 45.09%-27.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,339 | $2,044-34.5% | $3,919-65.8% | $2,234-40.0% |
| Participant deferral / active EE | $4,276 | $3,925+8.9% | $5,048-15.3% | $3,805+12.4% |
| Admin fee / account holder | $167 | $161+3.6% | $8,927-98.1% | $158+5.9% |