Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,774 | $88,137-29.9% | $164,975-62.6% | $74,429-17.0% |
| Participation rate | 68.7% | 73.1%-4.4pp | 78.6%-9.9pp | 67.2%+1.5pp |
| Annual return | 15.73% | 17.13%-1.4pp | 70.12%-54.4pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $3,412 | $2,597+31.4% | $4,343-21.4% | $2,625+30.0% |
| Participant deferral / active EE | $4,881 | $4,501+8.4% | $6,033-19.1% | $4,348+12.2% |
| Admin fee / account holder | $18 | $2,231-99.2% | $12,688-99.9% | $1,944-99.1% |