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.2+ years Filed as: WELLS FARGO Service code 27 · EIN 33-0496335 | Advisory (Plan) | $13,350 |
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 | $75,612 | $75,183+0.6% | $123,892-39.0% | $55,167+37.1% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.3pp |
| Annual return | 9.54% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $3,485 | $2,823+23.4% | $4,617-24.5% | $1,963+77.6% |
| Participant deferral / active EE | $3,061 | $5,084-39.8% | $5,984-48.8% | $3,054+0.2% |
| Admin fee / account holder | $53 | $663-92.0% | $8,357-99.4% | $504-89.5% |