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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $110,809 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 NC1409 · CHARLOTTE, NC 282881207 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,561 | $69,305-32.8% | $82,313-43.4% | $69,631-33.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 12.11% | 21.47%-9.4pp | 25.88%-13.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $5,137 | $1,887+172.3% | $2,428+111.6% | $2,032+152.8% |
| Participant deferral / active EE | $2,957 | $3,568-17.1% | $3,706-20.2% | $3,224-8.3% |
| Admin fee / account holder | $93 | $97-4.0% | $5,608-98.3% | $110-15.5% |