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 BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $9,730 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $401,809 | $46,732+759.8% | $156,549+156.7% | $55,167+628.4% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.4pp |
| Annual return | 11.41% | 17.72%-6.3pp | 32.23%-20.8pp | 169.23%-157.8pp |
| Employer contribution / active EE | $10,342 | $2,105+391.3% | $5,501+88.0% | $1,963+426.9% |
| Participant deferral / active EE | $5,461 | $2,204+147.7% | $4,871+12.1% | $3,054+78.8% |
| Admin fee / account holder | $204 | $418-51.2% | $13,027-98.4% | $504-59.5% |