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, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $34,490 |
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 | $112,523 | $71,192+58.1% | $117,854-4.5% | $62,292+80.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 15.00% | 18.66%-3.7pp | 335.08%-320.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,028 | $1,934+56.6% | $3,786-20.0% | $2,042+48.3% |
| Participant deferral / active EE | $4,128 | $3,189+29.5% | $4,482-7.9% | $3,169+30.3% |
| Admin fee / account holder | $263 | $587-55.2% | $8,020-96.7% | $479-45.1% |