Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $35,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,819 | $96,458+38.7% | $136,298-1.8% | $77,958+71.7% |
| Participation rate | 96.8% | 75.4%+21.4pp | 81.9%+14.9pp | 71.6%+25.2pp |
| Annual return | 18.34% | 23.78%-5.4pp | 5156.27%-5137.9pp | 20.87%-2.5pp |
| Employer contribution / active EE | $3,556 | $3,144+13.1% | $4,696-24.3% | $2,310+53.9% |
| Participant deferral / active EE | $6,875 | $5,902+16.5% | $6,247+10.1% | $3,537+94.4% |
| Admin fee / account holder | $9 | $80-88.4% | $9,244-99.9% | $97-90.4% |