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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $71,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,318 |
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 | $103,706 | $91,517+13.3% | $101,248+2.4% | $73,409+41.3% |
| Participation rate | 46.8% | 73.8%-27.0pp | 75.8%-29.0pp | 72.2%-25.4pp |
| Annual return | 16.33% | 17.17%-0.8pp | 46.47%-30.1pp | 59.29%-43.0pp |
| Employer contribution / active EE | $607 | $2,877-78.9% | $3,660-83.4% | $2,234-72.8% |
| Participant deferral / active EE | $3,863 | $3,338+15.7% | $4,370-11.6% | $3,805+1.5% |
| Admin fee / account holder | -$36 | $216-116.5% | $5,945-100.6% | $158-122.5% |