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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $52,356 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,303 | $136,307-3.7% | $177,821-26.2% | $73,488+78.7% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 21.56% | 18.68%+2.9pp | 48.32%-26.8pp | 28.51%-7.0pp |
| Employer contribution / active EE | $3,854 | $3,712+3.8% | $5,918-34.9% | $2,270+69.8% |
| Participant deferral / active EE | $3,313 | $5,829-43.2% | $7,714-57.1% | $3,740-11.4% |
| Admin fee / account holder | $528 | $596-11.3% | $12,427-95.8% | $513+2.9% |