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.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $7,988 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,472 | $56,053-70.6% | $75,972-78.3% | $80,856-79.6% |
| Participation rate | 91.7% | 62.0%+29.6pp | 69.1%+22.6pp | 67.6%+24.0pp |
| Annual return | 8.24% | 20.53%-12.3pp | 359.55%-351.3pp | 35.59%-27.4pp |
| Employer contribution / active EE | $681 | $1,874-63.7% | $2,685-74.6% | $2,755-75.3% |
| Participant deferral / active EE | $3,714 | $3,052+21.7% | $4,255-12.7% | $4,296-13.6% |
| Admin fee / account holder | $186 | $5,234-96.4% | $6,467-97.1% | $6,918-97.3% |