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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $69,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,604 | $66,601+45.0% | $92,893+4.0% | $67,579+43.0% |
| Participation rate | 44.4% | 72.5%-28.1pp | 76.0%-31.6pp | 71.3%-26.9pp |
| Annual return | 21.86% | 92.58%-70.7pp | 109.41%-87.6pp | 378.56%-356.7pp |
| Employer contribution / active EE | $557 | $2,775-79.9% | $3,653-84.8% | $2,148-74.1% |
| Participant deferral / active EE | $3,654 | $3,157+15.8% | $4,236-13.7% | $3,539+3.2% |
| Admin fee / account holder | -$1 | $199-100.3% | $5,794-100.0% | $142-100.4% |