See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,044 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,687 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $6,063 |
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 | $47,710 | $54,237-12.0% | $90,281-47.2% | $67,579-29.4% |
| Participation rate | 90.6% | 68.6%+22.0pp | 73.3%+17.3pp | 71.3%+19.3pp |
| Annual return | 19.79% | 37.27%-17.5pp | 78.10%-58.3pp | 378.56%-358.8pp |
| Employer contribution / active EE | $2,020 | $1,846+9.4% | $2,854-29.2% | $2,148-5.9% |
| Participant deferral / active EE | $2,631 | $2,625+0.2% | $3,885-32.3% | $3,539-25.6% |
| Admin fee / account holder | $142 | $123+14.9% | $5,351-97.4% | $142-0.4% |