Filed April 16, 2026
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 9-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 |
|---|---|---|
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $30,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,741 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $18,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,913 | $61,272-65.9% | $149,673-86.0% | $71,457-70.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.77% | 35.85%-20.1pp | 134.42%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $3,531 | $2,378+48.5% | $4,818-26.7% | $2,588+36.5% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $252 | $1,261-80.0% | $13,210-98.1% | $1,587-84.1% |