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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,954 |
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 | $46,522 | $66,302-29.8% | $110,238-57.8% | $56,287-17.3% |
| Participation rate | 91.7% | 74.9%+16.8pp | 79.8%+11.8pp | 69.9%+21.8pp |
| Annual return | -5.99% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,931 | $3,381+16.2% | $4,672-15.9% | $3,350+17.3% |
| Admin fee / account holder | $218 | $698-68.8% | $8,547-97.5% | $521-58.2% |