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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.
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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 Service code 15 · EIN 94-1347393 | Recordkeeping | $680 |
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 | $165,720 | $62,928+163.3% | $172,739-4.1% | $67,579+145.2% |
| Participation rate | 87.2% | 64.5%+22.7pp | 82.6%+4.6pp | 71.3%+15.9pp |
| Annual return | 23.00% | 30.36%-7.4pp | 802.84%-779.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $6,678 | $1,636+308.1% | $5,143+29.8% | $2,148+210.9% |
| Participant deferral / active EE | $4,438 | $2,145+106.9% | $5,198-14.6% | $3,539+25.4% |
| Admin fee / account holder | $2 | $167-98.8% | $13,954-100.0% | $142-98.6% |