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.8+ years Filed as: WELLS FARGO ADVISORS Service code 26 1408 GREEN BAY ROAD · STURGEON BAY, WI 54235 | Advisory (Participants) | $61,119 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $33,187 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $26,112 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $165,719 | $99,078+67.3% | $96,544+71.7% | $74,419+122.7% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.5pp |
| Annual return | -7.82% | 22.48%-30.3pp | 25.84%-33.7pp | 34.38%-42.2pp |
| Employer contribution / active EE | $5,392 | $2,570+109.8% | $2,965+81.9% | $2,637+104.4% |
| Participant deferral / active EE | $7,665 | $4,933+55.4% | $4,851+58.0% | $4,528+69.3% |
| Admin fee / account holder | $459 | $225+104.4% | $8,252-94.4% | $348+32.0% |