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 FINANCIAL7 years Service code 19 204 MAIN ST · WINONA, MN 55987 | Securities Custodian | $87,772 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,322 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,194 |
CHARLES SCHWAB & CO., INC.8 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 | $147,368 | $122,239+20.6% | $184,203-20.0% | $74,495+97.8% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 12.60% | 19.95%-7.3pp | 28.81%-16.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,319 | $4,537-4.8% | $6,427-32.8% | $2,623+64.7% |
| Participant deferral / active EE | $6,845 | $7,139-4.1% | $9,131-25.0% | $4,346+57.5% |
| Admin fee / account holder | $479 | $1,260-62.0% | $13,901-96.6% | $1,942-75.3% |