Filed August 25, 2026 (most recent of 2 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $46,323 |
WELL AND GOOD LLC1 year Filed as: WELL FARGO WBS Service code 27 | Advisory (Plan) | $25,854 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS WBS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
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 | $45,105 | $60,165-25.0% | $74,183-39.2% | $55,167-18.2% |
| Participation rate | 80.7% | 74.2%+6.5pp | 76.6%+4.1pp | 69.0%+11.7pp |
| Annual return | 11.55% | 10.00%+1.6pp | 17.74%-6.2pp | 169.23%-157.7pp |
| Employer contribution / active EE | $1,557 | $1,600-2.7% | $2,370-34.3% | $1,963-20.7% |
| Participant deferral / active EE | $2,928 | $2,973-1.5% | $3,550-17.5% | $3,054-4.1% |
| Admin fee / account holder | $384 | $419-8.4% | $5,586-93.1% | $504-23.7% |