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.
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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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,440 |
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 | $171,143 | $98,982+72.9% | $162,163+5.5% | $65,185+162.6% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.7pp | 70.2%+29.1pp |
| Annual return | 25.01% | 24.84%+0.2pp | 115.59%-90.6pp | 29.38%-4.4pp |
| Employer contribution / active EE | $11,502 | $3,467+231.8% | $5,614+104.9% | $2,177+428.4% |
| Participant deferral / active EE | $11,169 | $5,384+107.4% | $7,298+53.0% | $3,514+217.9% |
| Admin fee / account holder | $14 | $596-97.6% | $10,843-99.9% | $847-98.3% |