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.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $47,729 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,387 | $130,194-18.3% | $169,993-37.4% | $71,457+48.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.22% | 20.37%-2.1pp | 53.37%-35.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,966 | $4,381+13.3% | $6,785-26.8% | $2,588+91.9% |
| Participant deferral / active EE | $4,079 | $6,923-41.1% | $10,408-60.8% | $4,289-4.9% |
| Admin fee / account holder | $312 | $966-67.7% | $12,815-97.6% | $1,587-80.3% |