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.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,001 | $46,100+28.0% | $86,590-31.9% | $69,631-15.3% |
| Participation rate | 96.7% | 67.2%+29.5pp | 73.5%+23.1pp | 70.7%+26.0pp |
| Annual return | 17.08% | 21.02%-3.9pp | 964.84%-947.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $921 | $1,850-50.2% | $2,839-67.5% | $2,032-54.7% |
| Participant deferral / active EE | $4,045 | $2,432+66.4% | $3,609+12.1% | $3,224+25.5% |
| Admin fee / account holder | $1 | $94-99.3% | $4,906-100.0% | $110-99.4% |