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.3+ years Service code 19 · EIN 91-0332033 | Securities Custodian | $38,712 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
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 | $19,785 | $37,196-46.8% | $154,107-87.2% | $55,725-64.5% |
| Participation rate | 95.6% | 64.1%+31.5pp | 83.0%+12.6pp | 70.9%+24.7pp |
| Annual return | 5.52% | 1319.68%-1314.2pp | 735.12%-729.6pp | 244.93%-239.4pp |
| Employer contribution / active EE | $1,838 | $1,614+13.9% | $5,298-65.3% | $2,078-11.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $153 | $102+50.7% | $13,411-98.9% | $115+32.9% |