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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,457 |
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 | $78,675 | $53,925+45.9% | $75,670+4.0% | $69,631+13.0% |
| Participation rate | 93.4% | 71.2%+22.2pp | 72.3%+21.0pp | 70.7%+22.7pp |
| Annual return | 16.71% | 17.84%-1.1pp | 27.34%-10.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $3,154 | $1,802+75.0% | $2,352+34.1% | $2,032+55.2% |
| Participant deferral / active EE | $3,853 | $2,569+50.0% | $3,142+22.6% | $3,224+19.5% |
| Admin fee / account holder | $182 | $97+87.2% | $5,800-96.9% | $110+64.6% |