Filed August 29, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0276690 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Advisory (Plan) | $0 |
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 | $31,515 | $54,590-42.3% | $81,930-61.5% | $73,488-57.1% |
| Participation rate | 91.9% | 68.3%+23.6pp | 72.0%+19.9pp | 70.7%+21.2pp |
| Annual return | 16.66% | 17.74%-1.1pp | 29.49%-12.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,168 | $1,636+32.5% | $4,310-49.7% | $2,270-4.5% |
| Participant deferral / active EE | $4,996 | $2,759+81.1% | $7,107-29.7% | $3,740+33.6% |
| Admin fee / account holder | $68 | $592-88.5% | $5,158-98.7% | $513-86.7% |