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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $137,072 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $4,719 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
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.
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 | $40,948 | $47,634-14.0% | $90,404-54.7% | $90,288-54.6% |
| Participation rate | 29.6% | 67.5%-37.9pp | 72.7%-43.1pp | 73.4%-43.7pp |
| Annual return | 3.44% | 19.61%-16.2pp | 1293.02%-1289.6pp | 53.97%-50.5pp |
| Employer contribution / active EE | $869 | $1,749-50.3% | $3,262-73.4% | $2,524-65.6% |
| Participant deferral / active EE | $995 | $2,824-64.8% | $3,963-74.9% | $4,232-76.5% |
| Admin fee / account holder | $123 | $106+16.1% | $5,611-97.8% | $114+8.0% |