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 21 · EIN 43-0895447 | Bank Trustee | $34,524 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,695 | $37,196-73.9% | $154,107-93.7% | $55,725-82.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 7.70% | 1319.68%-1312.0pp | 735.12%-727.4pp | 244.93%-237.2pp |
| Employer contribution / active EE | $756 | $1,614-53.2% | $5,298-85.7% | $2,078-63.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $58 | $102-43.2% | $13,411-99.6% | $115-49.9% |