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.1 year Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
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 | $86,736 | $62,586+38.6% | $76,768+13.0% | $64,186+35.1% |
| Participation rate | 97.2% | 72.8%+24.4pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | -0.89% | -1.95%+1.1pp | 2.43%-3.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,957 | $1,832+6.8% | $2,485-21.2% | $2,381-17.8% |
| Participant deferral / active EE | $6,502 | $3,145+106.8% | $3,852+68.8% | $3,470+87.4% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |