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 FINANCIAL2 years Service code 19 204 MAIN ST · WINONA, MN 55987 | Securities Custodian | $76,370 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,525 |
CHARLES SCHWAB & CO., INC.3 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,489 | $109,359+50.4% | $162,163+1.4% | $72,985+125.4% |
| Participation rate | 98.9% | 84.3%+14.7pp | 87.6%+11.4pp | 69.5%+29.4pp |
| Annual return | 55.95% | 25.46%+30.5pp | 115.59%-59.6pp | 81.00%-25.0pp |
| Employer contribution / active EE | $4,333 | $3,907+10.9% | $5,614-22.8% | $2,440+77.6% |
| Participant deferral / active EE | $6,472 | $5,481+18.1% | $7,298-11.3% | $3,607+79.4% |
| Admin fee / account holder | $535 | $7,972-93.3% | $10,843-95.1% | $5,124-89.6% |