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 9-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 year Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $36,983 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,749 | $59,584+72.4% | $86,874+18.3% | $79,386+29.4% |
| Participation rate | 80.7% | 67.7%+13.0pp | 71.6%+9.1pp | 70.7%+10.0pp |
| Annual return | 12.55% | 23.15%-10.6pp | 63.52%-51.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,643 | $1,768-7.1% | $2,495-34.2% | $2,427-32.3% |
| Participant deferral / active EE | $6,304 | $3,036+107.6% | $3,699+70.4% | $4,046+55.8% |
| Admin fee / account holder | $6 | $604-99.0% | $5,828-99.9% | $626-99.0% |