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 FINANCIAL NETW Service code 99 · EIN 48-1305000 | Other Fees | $22,118 |
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 | $61,774 | $88,083-29.9% | $164,813-62.5% | $74,495-17.1% |
| Participation rate | 68.7% | 73.0%-4.4pp | 78.6%-9.9pp | 67.2%+1.5pp |
| Annual return | 15.73% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,412 | $2,593+31.6% | $4,341-21.4% | $2,623+30.1% |
| Participant deferral / active EE | $4,881 | $4,498+8.5% | $6,031-19.1% | $4,346+12.3% |
| Admin fee / account holder | $18 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |