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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.
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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 Service code 15 · EIN 94-1347393 | Recordkeeping | $138,643 |
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 | $80,456 | $73,404+9.6% | $87,100-7.6% | $67,579+19.1% |
| Participation rate | 95.0% | 80.9%+14.2pp | 76.9%+18.1pp | 71.3%+23.7pp |
| Annual return | 26.73% | 48.29%-21.6pp | 28.19%-1.5pp | 378.56%-351.8pp |
| Employer contribution / active EE | $1,304 | $2,014-35.2% | $2,521-48.3% | $2,148-39.3% |
| Participant deferral / active EE | $5,298 | $3,913+35.4% | $4,049+30.9% | $3,539+49.7% |
| Admin fee / account holder | $178 | $142+25.7% | $7,497-97.6% | $142+25.1% |