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 9-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.7+ years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $31,375 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,985 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,475 | $79,124-61.5% | $60,874-49.9% | $64,808-53.0% |
| Participation rate | 93.4% | 77.7%+15.7pp | 73.1%+20.3pp | 71.5%+22.0pp |
| Annual return | -12.59% | -7.13%-5.5pp | 16.90%-29.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $1,121 | $3,050-63.2% | $2,701-58.5% | $2,506-55.3% |
| Participant deferral / active EE | $1,655 | $3,725-55.6% | $3,817-56.6% | $4,310-61.6% |
| Admin fee / account holder | $103 | $106-2.7% | $3,224-96.8% | $188-45.3% |