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.7+ years Filed as: WELLS FARGO ADVISORS Service code 28 1408 GREEN BAY ROAD · STURGEON BAY, WI 54235 | Investment Management | $73,099 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $38,938 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $29,050 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 21 · EIN 41-0746749 | Bank Trustee | $12,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,144 | $65,435+202.8% | $86,677+128.6% | $66,914+196.1% |
| Participation rate | 97.0% | 75.5%+21.5pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | 3.52% | -10.89%+14.4pp | 35.91%-32.4pp | 1.58%+1.9pp |
| Employer contribution / active EE | $5,617 | $2,153+160.9% | $2,836+98.0% | $2,544+120.8% |
| Participant deferral / active EE | $6,971 | $4,100+70.0% | $4,656+49.7% | $4,237+64.5% |
| Admin fee / account holder | $572 | $642-10.9% | $7,493-92.4% | $593-3.6% |