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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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1 NORTH JEFFERSON AVENUE · ST LOUIS, MO 63103 | Advisory (Plan) | $261,912 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -7.22% | -7.97%+0.8pp | 0.46%-7.7pp | 39.77%-47.0pp |
| Employer contribution / active EE | $0 | $20,148-100.0% | $35,480-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |