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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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,992 |
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 | $151,100 | $110,699+36.5% | $177,821-15.0% | $90,288+67.4% |
| Participation rate | 97.2% | 88.3%+8.9pp | 87.7%+9.5pp | 73.4%+23.9pp |
| Annual return | 16.59% | 22.79%-6.2pp | 48.32%-31.7pp | 53.97%-37.4pp |
| Employer contribution / active EE | $3,799 | $4,118-7.8% | $5,918-35.8% | $2,524+50.5% |
| Participant deferral / active EE | $7,287 | $6,731+8.3% | $7,714-5.5% | $4,232+72.2% |
| Admin fee / account holder | $7 | $90-92.1% | $12,427-99.9% | $114-93.8% |