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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,432 |
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 | $131,179 | $57,921+126.5% | $84,750+54.8% | $57,658+127.5% |
| Participation rate | 78.0% | 72.9%+5.1pp | 76.6%+1.4pp | 70.2%+7.8pp |
| Annual return | 7.36% | 10.24%-2.9pp | 22.78%-15.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,274 | $2,598-12.5% | $3,574-36.4% | $1,974+15.2% |
| Participant deferral / active EE | $5,632 | $2,742+105.4% | $3,712+51.7% | $3,061+84.0% |
| Admin fee / account holder | $202 | $130+55.8% | $5,332-96.2% | $95+113.7% |