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 FINANCIAL6 years Service code 19 204 MAIN ST · WINONA, MN 55987 | Securities Custodian | $84,700 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,361 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,106 |
CHARLES SCHWAB & CO., INC.7 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 | $149,485 | $130,194+14.8% | $169,993-12.1% | $71,457+109.2% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.0%+10.3pp | 67.9%+29.4pp |
| Annual return | 16.60% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $4,473 | $4,381+2.1% | $6,785-34.1% | $2,588+72.9% |
| Participant deferral / active EE | $6,670 | $6,923-3.6% | $10,408-35.9% | $4,289+55.5% |
| Admin fee / account holder | $502 | $966-48.0% | $12,815-96.1% | $1,587-68.4% |