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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $67,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $73,556 | $56,443+30.3% | $83,848-12.3% | $55,725+32.0% |
| Participation rate | 45.7% | 72.0%-26.3pp | 76.1%-30.5pp | 70.9%-25.2pp |
| Annual return | -4.88% | 393.67%-398.5pp | 850.88%-855.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,869 | $2,682+44.3% | $3,631+6.6% | $2,078+86.2% |
| Participant deferral / active EE | $606 | $2,965-79.6% | $4,082-85.2% | $3,356-82.0% |
| Admin fee / account holder | $16 | $156-89.6% | $5,478-99.7% | $115-85.9% |