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.9+ years Filed as: WELLS FARGO ADVISORS Service code 26 1408 GREEN BAY ROAD · STURGEON BAY, WI 54235 | Advisory (Participants) | $65,100 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $34,551 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $32,309 |
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 | $183,361 | $88,890+106.3% | $102,423+79.0% | $77,643+136.2% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.5%+18.8pp | 70.6%+24.7pp |
| Annual return | 21.19% | 24.98%-3.8pp | 29.32%-8.1pp | 31.24%-10.1pp |
| Employer contribution / active EE | $4,038 | $2,698+49.7% | $3,023+33.6% | $2,726+48.1% |
| Participant deferral / active EE | $7,542 | $5,145+46.6% | $5,053+49.3% | $4,647+62.3% |
| Admin fee / account holder | $431 | $235+83.2% | $9,451-95.4% | $430+0.2% |