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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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,727 |
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 | $32,945 | $52,149-36.8% | $122,332-73.1% | $77,958-57.7% |
| Participation rate | 92.7% | 58.6%+34.2pp | 71.6%+21.1pp | 71.6%+21.1pp |
| Annual return | 18.85% | 17.75%+1.1pp | 30.27%-11.4pp | 20.87%-2.0pp |
| Employer contribution / active EE | $1,137 | $1,750-35.0% | $4,050-71.9% | $2,310-50.8% |
| Participant deferral / active EE | $2,096 | $2,114-0.9% | $3,287-36.2% | $3,537-40.7% |
| Admin fee / account holder | $60 | $93-35.5% | $5,478-98.9% | $97-38.3% |