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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,834 |
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 | $24,653 | $77,787-68.3% | $61,048-59.6% | $77,787-68.3% |
| Participation rate | 88.6% | 73.2%+15.3pp | 79.3%+9.3pp | 73.2%+15.3pp |
| Annual return | 19.32% | 32.57%-13.3pp | 26.18%-6.9pp | 32.57%-13.3pp |
| Employer contribution / active EE | $1,759 | $2,504-29.8% | $3,716-52.7% | $2,504-29.8% |
| Participant deferral / active EE | $1,423 | $3,967-64.1% | $4,470-68.2% | $3,967-64.1% |
| Admin fee / account holder | $24 | $100-76.1% | $3,728-99.4% | $100-76.1% |