Filed July 21, 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $34,030 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $22,882 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $7,315 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,210 | $124,414-42.0% | $115,157-37.3% | $67,579+6.9% |
| Participation rate | 80.8% | 58.1%+22.7pp | 75.9%+4.9pp | 71.3%+9.5pp |
| Annual return | 18.24% | 29.40%-11.2pp | 35.60%-17.4pp | 378.56%-360.3pp |
| Employer contribution / active EE | $220 | $1,454-84.9% | $3,179-93.1% | $2,148-89.7% |
| Participant deferral / active EE | $3,303 | $2,331+41.7% | $4,168-20.8% | $3,539-6.7% |
| Admin fee / account holder | $101 | $361-72.1% | $7,088-98.6% | $142-29.1% |