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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $65,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,011 | $106,236-0.2% | $112,228-5.5% | $64,808+63.6% |
| Participation rate | 53.7% | 71.7%-18.0pp | 75.1%-21.4pp | 71.5%-17.8pp |
| Annual return | -16.59% | -6.02%-10.6pp | 27.45%-44.0pp | 32.82%-49.4pp |
| Employer contribution / active EE | $778 | $3,166-75.4% | $3,635-78.6% | $2,506-69.0% |
| Participant deferral / active EE | $5,081 | $3,785+34.2% | $4,728+7.5% | $4,310+17.9% |
| Admin fee / account holder | $166 | $452-63.2% | $6,410-97.4% | $188-11.6% |