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 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $32,536 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR Service code 27 · EIN 48-1305000 | Advisory (Plan) | $31,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,353 | $99,957+18.4% | $149,696-20.9% | $73,488+61.1% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 16.45% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,332 | $3,191-26.9% | $4,644-49.8% | $2,270+2.7% |
| Participant deferral / active EE | $6,821 | $6,073+12.3% | $6,842-0.3% | $3,740+82.4% |
| Admin fee / account holder | $429 | $551-22.0% | $9,309-95.4% | $513-16.3% |