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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.
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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,827 |
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 | $57,210 | $65,376-12.5% | $87,100-34.3% | $65,185-12.2% |
| Participation rate | 74.6% | 75.3%-0.7pp | 76.9%-2.2pp | 70.2%+4.4pp |
| Annual return | 21.67% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,001 | $1,822+9.8% | $2,521-20.6% | $2,177-8.1% |
| Participant deferral / active EE | $2,939 | $3,388-13.3% | $4,049-27.4% | $3,514-16.3% |
| Admin fee / account holder | $97 | $520-81.3% | $7,497-98.7% | $847-88.5% |