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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,427 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,034 |
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 | $55,213 | $155,795-64.6% | $136,294-59.5% | $69,631-20.7% |
| Participation rate | 77.2% | 75.2%+1.9pp | 81.9%-4.8pp | 70.7%+6.5pp |
| Annual return | 24.41% | 232464.33%-232439.9pp | 5155.94%-5131.5pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $2,557 | $2,991-14.5% | $4,695-45.5% | $2,032+25.8% |
| Participant deferral / active EE | $4,687 | $5,394-13.1% | $6,247-25.0% | $3,224+45.4% |
| Admin fee / account holder | $192 | $128+49.4% | $9,243-97.9% | $110+73.5% |