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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $55,941 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 99 · EIN 22-1211670 | Other Fees | $14,939 |
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 | $65,126 | $78,419-17.0% | $133,956-51.4% | $73,409-11.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 12.85% | 33.35%-20.5pp | 45.09%-32.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $928 | $2,044-54.6% | $3,919-76.3% | $2,234-58.5% |
| Participant deferral / active EE | $2,323 | $3,925-40.8% | $5,048-54.0% | $3,805-39.0% |
| Admin fee / account holder | $11 | $161-93.2% | $8,927-99.9% | $158-93.1% |