Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $5,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,088 | $77,638-60.0% | $156,551-80.1% | $62,881-50.6% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 5.03% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $835 | $3,444-75.8% | $5,501-84.8% | $2,281-63.4% |
| Participant deferral / active EE | $1,756 | $3,046-42.3% | $4,871-63.9% | $3,203-45.2% |
| Admin fee / account holder | $40 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |