See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP5 years Service code 70 · EIN 39-0758449 | Consulting Fees | $20,900 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,436 | $58,879+276.1% | $178,490+24.1% | $73,488+201.3% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.5pp | 70.7%+18.8pp |
| Annual return | 15.82% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $9,379 | $2,236+319.4% | $5,011+87.2% | $2,270+313.1% |
| Participant deferral / active EE | $6,829 | $2,567+166.0% | $5,202+31.3% | $3,740+82.6% |
| Admin fee / account holder | $104 | $400-73.9% | $13,984-99.3% | $513-79.7% |