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 27 11682 EL CAMINO REAL, STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $16,362 |
Service code 15 · EIN 39-0230590 | Recordkeeping | $1,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,364 | $43,133-50.5% | $89,391-76.1% | $73,488-70.9% |
| Participation rate | 97.0% | 55.0%+42.0pp | 68.0%+29.0pp | 70.7%+26.3pp |
| Annual return | 18.19% | 135.66%-117.5pp | 245.62%-227.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,244 | $1,438-13.5% | $2,586-51.9% | $2,270-45.2% |
| Participant deferral / active EE | $1,438 | $2,445-41.2% | $3,890-63.0% | $3,740-61.5% |
| Admin fee / account holder | $92 | $444-79.4% | $4,881-98.1% | $513-82.2% |