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.1+ years Filed as: WELLS FARGO ADVISORS WBS Service code 49 | Other Services | $7,055 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLSL FARGO ADVISORS LLC Service code 49 · EIN 56-0898180 | Other Services | $7,055 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,010 |
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 | $49,634 | $74,089-33.0% | $133,980-63.0% | $55,167-10.0% |
| Participation rate | 76.7% | 84.3%-7.6pp | 87.1%-10.4pp | 69.0%+7.7pp |
| Annual return | 6.83% | 12.11%-5.3pp | 29.30%-22.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,851 | $3,064-39.6% | $5,211-64.5% | $1,963-5.7% |
| Participant deferral / active EE | $7,556 | $4,678+61.5% | $6,282+20.3% | $3,054+147.4% |
| Admin fee / account holder | $79 | $458-82.8% | $9,324-99.2% | $504-84.3% |