Filed May 15, 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.1+ years Service code 19 · EIN 91-0332033 | Securities Custodian | $37,855 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $20,849 |
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 | $19,114 | $36,916-48.2% | $156,549-87.8% | $57,658-66.8% |
| Participation rate | 97.0% | 63.4%+33.6pp | 84.0%+13.0pp | 70.2%+26.8pp |
| Annual return | 2.45% | 12.38%-9.9pp | 32.23%-29.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $1,852 | $1,571+17.9% | $5,501-66.3% | $1,974-6.2% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $155 | $82+87.8% | $13,027-98.8% | $95+63.8% |