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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,560 |
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 | $155,525 | $55,453+180.5% | $170,442-8.8% | $62,292+149.7% |
| Participation rate | 97.1% | 66.4%+30.8pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 60.08% | 21.38%+38.7pp | 205.93%-145.8pp | 28.90%+31.2pp |
| Employer contribution / active EE | $7,028 | $2,164+224.8% | $5,433+29.4% | $2,042+244.2% |
| Participant deferral / active EE | $5,136 | $2,303+123.0% | $4,939+4.0% | $3,169+62.1% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |