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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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,315 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $25,849 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,119 | $55,415-60.1% | $155,509-85.8% | $74,495-70.3% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 10.50% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,492 | $2,267-34.2% | $4,672-68.1% | $2,623-43.1% |
| Participant deferral / active EE | $1,569 | $2,836-44.7% | $5,626-72.1% | $4,346-63.9% |
| Admin fee / account holder | $107 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |