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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 | $18,429 |
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 | $59,956 | $65,376-8.3% | $87,100-31.2% | $65,185-8.0% |
| Participation rate | 90.4% | 75.3%+15.0pp | 76.9%+13.5pp | 70.2%+20.2pp |
| Annual return | 23.85% | 31.27%-7.4pp | 28.19%-4.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,421 | $1,822+32.8% | $2,521-4.0% | $2,177+11.2% |
| Participant deferral / active EE | $10,306 | $3,388+204.2% | $4,049+154.6% | $3,514+193.3% |
| Admin fee / account holder | $99 | $520-80.9% | $7,497-98.7% | $847-88.3% |