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 6-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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $25,197 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,233 | $50,982-13.2% | $154,803-71.4% | $85,563-48.3% |
| Participation rate | 42.3% | 59.8%-17.4pp | 78.1%-35.7pp | 66.0%-23.6pp |
| Annual return | 24.86% | 30.35%-5.5pp | 58.88%-34.0pp | 31.51%-6.7pp |
| Employer contribution / active EE | $488 | $1,708-71.4% | $4,305-88.7% | $2,654-81.6% |
| Participant deferral / active EE | $3,898 | $2,474+57.6% | $5,540-29.6% | $4,375-10.9% |
| Admin fee / account holder | $335 | $846-60.3% | $14,329-97.7% | $834-59.8% |