Filed November 5, 2025 (most recent of 3 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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,839 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $9,439 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $5,000 |
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 | $75,531 | $60,165+25.5% | $74,183+1.8% | $55,167+36.9% |
| Participation rate | 88.5% | 74.2%+14.4pp | 76.6%+11.9pp | 69.0%+19.6pp |
| Annual return | 7.22% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $757 | $1,600-52.7% | $2,370-68.0% | $1,963-61.4% |
| Participant deferral / active EE | $5,157 | $2,973+73.5% | $3,550+45.3% | $3,054+68.9% |
| Admin fee / account holder | $228 | $419-45.5% | $5,586-95.9% | $504-54.7% |