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 5-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 ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $7,493 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,582 | $48,265-71.9% | $68,791-80.3% | $68,494-80.2% |
| Participation rate | 79.2% | 60.7%+18.5pp | 69.0%+10.1pp | 67.9%+11.3pp |
| Annual return | -14.71% | -12.71%-2.0pp | -6.38%-8.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $518 | $1,829-71.7% | $2,655-80.5% | $2,596-80.0% |
| Participant deferral / active EE | $3,071 | $2,867+7.1% | $3,941-22.1% | $4,027-23.7% |
| Admin fee / account holder | $191 | $4,355-95.6% | $4,932-96.1% | $5,403-96.5% |