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.
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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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $149,993 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,027 | $122,186+8.1% | $146,958-10.2% | $199,593-33.9% |
| Participation rate | 80.3% | 78.3%+2.0pp | 82.2%-1.8pp | 72.0%+8.3pp |
| Annual return | 16.28% | 30.56%-14.3pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $3,410 | $4,093-16.7% | $4,933-30.9% | $3,034+12.4% |
| Participant deferral / active EE | $8,572 | $8,502+0.8% | $8,070+6.2% | $5,087+68.5% |
| Admin fee / account holder | $247 | $179+38.4% | $12,998-98.1% | $269-7.9% |