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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $15,988 |
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 | $43,870 | $51,620-15.0% | $90,281-51.4% | $65,185-32.7% |
| Participation rate | 92.8% | 68.6%+24.2pp | 73.3%+19.5pp | 70.2%+22.6pp |
| Annual return | 20.48% | 24.94%-4.5pp | 78.10%-57.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,404 | $2,235-37.2% | $2,854-50.8% | $2,177-35.5% |
| Participant deferral / active EE | $2,059 | $2,871-28.3% | $3,885-47.0% | $3,514-41.4% |
| Admin fee / account holder | $118 | $384-69.4% | $5,351-97.8% | $847-86.1% |