Filed July 29, 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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $39,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,725 | $60,545+49.8% | $92,233-1.6% | $69,631+30.3% |
| Participation rate | 48.5% | 72.2%-23.7pp | 76.5%-28.0pp | 70.7%-22.2pp |
| Annual return | 16.53% | 19.71%-3.2pp | 176.28%-159.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $698 | $2,633-73.5% | $3,679-81.0% | $2,032-65.7% |
| Participant deferral / active EE | $4,329 | $2,828+53.1% | $3,897+11.1% | $3,224+34.3% |
| Admin fee / account holder | $19 | $145-86.6% | $5,194-99.6% | $110-82.5% |