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.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $64,378 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,361 | $102,553-4.1% | $151,611-35.1% | $66,914+47.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -21.01% | -10.82%-10.2pp | 3.33%-24.3pp | 1.58%-22.6pp |
| Employer contribution / active EE | $7,151 | $4,180+71.1% | $6,166+16.0% | $2,544+181.1% |
| Participant deferral / active EE | $3,718 | $6,641-44.0% | $8,363-55.5% | $4,237-12.3% |
| Admin fee / account holder | $397 | $630-37.0% | $11,616-96.6% | $593-33.1% |