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.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $81,455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,366 |
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 | $36,797 | $58,758-37.4% | $70,014-47.4% | $63,975-42.5% |
| Participation rate | 95.7% | 77.5%+18.2pp | 71.8%+23.9pp | 71.1%+24.6pp |
| Annual return | 7.66% | 18.05%-10.4pp | 12.99%-5.3pp | 48.65%-41.0pp |
| Employer contribution / active EE | $2,433 | $1,973+23.3% | $2,338+4.0% | $2,182+11.5% |
| Participant deferral / active EE | $4,167 | $2,912+43.1% | $2,931+42.2% | $3,356+24.2% |
| Admin fee / account holder | $54 | $71-24.4% | $4,380-98.8% | $70-23.8% |