Filed May 6, 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+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,420 |
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 | $68,992 | $70,002-1.4% | $115,037-40.0% | $52,331+31.8% |
| Participation rate | 89.0% | 72.1%+16.9pp | 81.4%+7.6pp | 68.1%+20.9pp |
| Annual return | -0.98% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $677 | $2,715-75.1% | $4,608-85.3% | $1,882-64.0% |
| Participant deferral / active EE | $4,607 | $4,920-6.4% | $6,026-23.6% | $3,022+52.4% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |