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 Service code 15 · EIN 94-1347393 | Recordkeeping | $39,503 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $2,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,815 | $71,666+43.5% | $117,860-12.8% | $69,631+47.7% |
| Participation rate | 73.5% | 77.5%-4.0pp | 79.7%-6.2pp | 70.7%+2.8pp |
| Annual return | 16.57% | 18.86%-2.3pp | 335.10%-318.5pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,102 | $1,889+11.3% | $3,786-44.5% | $2,032+3.5% |
| Participant deferral / active EE | $4,227 | $3,340+26.6% | $4,482-5.7% | $3,224+31.1% |
| Admin fee / account holder | $130 | $120+8.4% | $8,021-98.4% | $110+18.1% |