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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $135,554 |
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 | $38,507 | $44,794-14.0% | $90,281-57.3% | $77,787-50.5% |
| Participation rate | 33.9% | 66.6%-32.7pp | 73.3%-39.4pp | 73.2%-39.3pp |
| Annual return | 5.35% | 28.23%-22.9pp | 78.10%-72.8pp | 32.57%-27.2pp |
| Employer contribution / active EE | $801 | $1,809-55.7% | $2,854-71.9% | $2,504-68.0% |
| Participant deferral / active EE | $1,054 | $2,642-60.1% | $3,885-72.9% | $3,967-73.4% |
| Admin fee / account holder | $134 | $94+42.0% | $5,351-97.5% | $100+34.0% |