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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $310,099 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,178 | $78,852-65.5% | $76,768-64.6% | $75,289-63.9% |
| Participation rate | 86.4% | 85.0%+1.5pp | 77.0%+9.5pp | 72.4%+14.0pp |
| Annual return | -5.72% | -1.29%-4.4pp | 2.43%-8.2pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,192 | $2,794-57.3% | $2,485-52.0% | $2,405-50.4% |
| Participant deferral / active EE | $2,760 | $4,800-42.5% | $3,852-28.3% | $3,739-26.2% |
| Admin fee / account holder | $76 | $79-4.0% | $6,675-98.9% | $102-25.9% |