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 |
|---|---|---|
WACKER & ASSOCIATES, INC.8 years Service code 26 208 SHERMAN ST. · JACKSON, MN 56143 | Advisory (Participants) | $71,515 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $22,511 |
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 | $96,603 | $44,960+114.9% | $84,966+13.7% | $74,495+29.7% |
| Participation rate | 76.2% | 49.4%+26.9pp | 67.5%+8.7pp | 67.2%+9.0pp |
| Annual return | 37.41% | 26.24%+11.2pp | 66.38%-29.0pp | 1364.94%-1327.5pp |
| Employer contribution / active EE | $2,308 | $1,457+58.4% | $2,727-15.4% | $2,623-12.0% |
| Participant deferral / active EE | $4,453 | $2,731+63.1% | $4,519-1.5% | $4,346+2.5% |
| Admin fee / account holder | $454 | $2,209-79.4% | $6,149-92.6% | $1,942-76.6% |