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 FINANCIAL5 years Service code 19 204 MAIN ST · WINONA, MN 55987 | Securities Custodian | $85,870 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,452 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $4,196 |
CHARLES SCHWAB & CO., INC.6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,673 | $102,553+51.8% | $151,611+2.7% | $66,914+132.6% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -15.51% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,147 | $4,180-0.8% | $6,166-32.7% | $2,544+63.0% |
| Participant deferral / active EE | $7,191 | $6,641+8.3% | $8,363-14.0% | $4,237+69.7% |
| Admin fee / account holder | $577 | $630-8.3% | $11,616-95.0% | $593-2.7% |