See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $30,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,999 | $65,820-1.2% | $108,745-40.2% | $57,658+12.7% |
| Participation rate | 52.4% | 72.7%-20.3pp | 77.7%-25.3pp | 70.2%-17.8pp |
| Annual return | 11.00% | 21.32%-10.3pp | 46.22%-35.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $2,110 | $2,285-7.7% | $3,323-36.5% | $1,974+6.9% |
| Participant deferral / active EE | $2,319 | $3,578-35.2% | $5,121-54.7% | $3,061-24.2% |
| Admin fee / account holder | $180 | $91+97.6% | $6,144-97.1% | $95+90.5% |