Filed October 13, 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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,780 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 NC1409 · CHARLOTTE, NC 282881207 | Recordkeeping | $0 |
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 | $32,641 | $54,320-39.9% | $67,652-51.8% | $52,331-37.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.63% | 6.81%-6.2pp | 6625.04%-6624.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,905 | $1,544+88.2% | $2,266+28.2% | $1,882+54.4% |
| Participant deferral / active EE | $2,659 | $2,950-9.9% | $3,560-25.3% | $3,022-12.0% |
| Admin fee / account holder | $57 | $527-89.1% | $4,821-98.8% | $592-90.3% |