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 |
|---|---|---|
WNB FINANCIAL7 years Service code 19 204 MAIN ST · WINONA, MN 55987 | Securities Custodian | $63,808 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,178 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,358 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,618 | $79,184+49.8% | $102,438+15.8% | $74,546+59.1% |
| Participation rate | 79.5% | 74.8%+4.8pp | 76.5%+3.0pp | 67.2%+12.3pp |
| Annual return | 12.19% | 54.95%-42.8pp | 29.37%-17.2pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $795 | $2,362-66.4% | $3,024-73.7% | $2,624-69.7% |
| Participant deferral / active EE | $2,508 | $4,414-43.2% | $5,054-50.4% | $4,347-42.3% |
| Admin fee / account holder | $505 | $2,001-74.8% | $9,448-94.7% | $1,944-74.0% |