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 FINANCIAL ADVI Service code 26 · EIN 36-4019175 | Advisory (Participants) | $18,691 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $499 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,726 | $84,487-53.0% | $125,339-68.3% | $66,914-40.6% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | -13.29% | -8.39%-4.9pp | 572.05%-585.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,057 | $3,553+42.3% | $4,814+5.1% | $2,544+98.8% |
| Participant deferral / active EE | $6,978 | $6,781+2.9% | $7,446-6.3% | $4,237+64.7% |
| Admin fee / account holder | $283 | $685-58.7% | $10,010-97.2% | $593-52.3% |