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 6-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, LLC Service code 99 · EIN 34-1542819 | Other Fees | $10,512 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,676 | $84,936-59.2% | $111,297-68.8% | $79,386-56.3% |
| Participation rate | 36.7% | 75.9%-39.1pp | 77.3%-40.6pp | 70.7%-34.0pp |
| Annual return | 17.10% | 17.45%-0.4pp | 54.65%-37.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,167 | $1,979-41.0% | $2,731-57.3% | $2,427-51.9% |
| Participant deferral / active EE | $1,924 | $3,888-50.5% | $4,487-57.1% | $4,046-52.4% |
| Admin fee / account holder | $10 | $537-98.1% | $7,964-99.9% | $626-98.4% |