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.8 years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $40,635 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,734 | $78,485+75.5% | $106,213+29.7% | $74,495+84.9% |
| Participation rate | 59.8% | 72.8%-13.0pp | 75.3%-15.5pp | 67.2%-7.4pp |
| Annual return | 11.36% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,250 | $2,523-10.8% | $3,171-29.1% | $2,623-14.2% |
| Participant deferral / active EE | $3,464 | $4,322-19.9% | $5,016-30.9% | $4,346-20.3% |
| Admin fee / account holder | $269 | $2,232-88.0% | $11,033-97.6% | $1,942-86.2% |