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.10+ years Filed as: WELLS FARGO ADVISORS Service code 26 1408 GREEN BAY ROAD · STURGEON BAY, WI 54235 | Advisory (Participants) | $72,492 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $48,069 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $40,992 |
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 | $175,526 | $98,727+77.8% | $113,168+55.1% | $85,563+105.1% |
| Participation rate | 95.8% | 80.8%+15.0pp | 76.6%+19.3pp | 66.0%+29.9pp |
| Annual return | 5.94% | 17.43%-11.5pp | 24.27%-18.3pp | 31.51%-25.6pp |
| Employer contribution / active EE | $4,354 | $2,907+49.8% | $2,975+46.4% | $2,654+64.1% |
| Participant deferral / active EE | $7,983 | $5,424+47.2% | $5,107+56.3% | $4,375+82.5% |
| Admin fee / account holder | $487 | $357+36.4% | $12,068-96.0% | $834-41.7% |