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.1 year Filed as: WELLS FARGO ADVISORS Service code 26 118 E. CARRILLO ST. · SANTA BARBARA, CA 93101 | Advisory (Participants) | $9,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,778 | $58,101-9.2% | $118,925-55.6% | $73,409-28.1% |
| Participation rate | 14.6% | 56.1%-41.6pp | 75.4%-60.8pp | 72.2%-57.6pp |
| Annual return | 25.45% | 20.56%+4.9pp | 35.88%-10.4pp | 59.29%-33.8pp |
| Employer contribution / active EE | $404 | $1,445-72.1% | $3,263-87.6% | $2,234-81.9% |
| Participant deferral / active EE | $620 | $2,400-74.2% | $4,265-85.5% | $3,805-83.7% |
| Admin fee / account holder | $102 | $138-26.1% | $6,581-98.5% | $158-35.4% |