Filed September 22, 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 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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $14,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,535 | $41,256-21.1% | $86,590-62.4% | $77,958-58.3% |
| Participation rate | 39.1% | 63.0%-23.9pp | 73.5%-34.5pp | 71.6%-32.6pp |
| Annual return | 9.24% | 17.67%-8.4pp | 964.84%-955.6pp | 20.87%-11.6pp |
| Employer contribution / active EE | $788 | $1,613-51.1% | $2,839-72.3% | $2,310-65.9% |
| Participant deferral / active EE | $1,104 | $2,332-52.6% | $3,609-69.4% | $3,537-68.8% |
| Admin fee / account holder | $103 | $71+46.0% | $4,906-97.9% | $97+6.1% |