Filed April 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $293,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,206 | $80,211-68.6% | $74,183-66.0% | $63,975-60.6% |
| Participation rate | 82.0% | 84.2%-2.2pp | 76.6%+5.4pp | 71.1%+10.9pp |
| Annual return | 8.85% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,004 | $2,553-60.7% | $2,370-57.6% | $2,182-54.0% |
| Participant deferral / active EE | $2,438 | $4,370-44.2% | $3,550-31.3% | $3,356-27.4% |
| Admin fee / account holder | $86 | $67+28.7% | $5,586-98.5% | $70+22.8% |