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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 | $122,432 |
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 | $47,840 | $40,174+19.1% | $84,015-43.1% | $67,579-29.2% |
| Participation rate | 96.5% | 62.7%+33.8pp | 69.0%+27.5pp | 71.3%+25.2pp |
| Annual return | 21.81% | 25.82%-4.0pp | 71.31%-49.5pp | 378.56%-356.7pp |
| Employer contribution / active EE | $328 | $808-59.3% | $1,983-83.4% | $2,148-84.7% |
| Participant deferral / active EE | $4,837 | $2,301+110.2% | $3,239+49.4% | $3,539+36.7% |
| Admin fee / account holder | $157 | $128+22.7% | $6,101-97.4% | $142+10.6% |