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.3 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $7,772 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,266 | $51,175-72.1% | $70,515-79.8% | $75,163-81.0% |
| Participation rate | 90.0% | 60.9%+29.1pp | 68.3%+21.7pp | 67.2%+22.8pp |
| Annual return | 18.20% | 30.02%-11.8pp | 32.77%-14.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $611 | $1,826-66.5% | $2,973-79.5% | $2,670-77.1% |
| Participant deferral / active EE | $3,372 | $2,849+18.4% | $4,567-26.2% | $4,125-18.3% |
| Admin fee / account holder | $178 | $4,091-95.7% | $6,412-97.2% | $5,651-96.9% |