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 FINANCIAL4 years Service code 19 204 MAIN ST · WINONA, MN 55987 | Securities Custodian | $88,499 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,281 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,665 |
CHARLES SCHWAB & CO., INC.5 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 | $200,393 | $121,341+65.1% | $189,513+5.7% | $79,386+152.4% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.8%+8.2pp | 70.7%+25.3pp |
| Annual return | 13.42% | 21.08%-7.7pp | 555.15%-541.7pp | 116.85%-103.4pp |
| Employer contribution / active EE | $4,353 | $3,915+11.2% | $6,162-29.4% | $2,427+79.3% |
| Participant deferral / active EE | $7,220 | $6,395+12.9% | $8,221-12.2% | $4,046+78.5% |
| Admin fee / account holder | $622 | $651-4.5% | $12,045-94.8% | $626-0.7% |