Filed February 9, 2026 (most recent of 3 filings on file)
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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,789 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,233 | $74,089+12.3% | $133,980-37.9% | $55,167+50.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 4.99% | 12.11%-7.1pp | 29.30%-24.3pp | 169.23%-164.2pp |
| Employer contribution / active EE | $3,837 | $3,064+25.2% | $5,211-26.4% | $1,963+95.5% |
| Participant deferral / active EE | $2,575 | $4,678-45.0% | $6,282-59.0% | $3,054-15.7% |
| Admin fee / account holder | $345 | $458-24.7% | $9,324-96.3% | $504-31.5% |