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 |
|---|---|---|
WIPFLI LLP1+ years Service code 64 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping Fees | $18,641 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,851 | $33,745-35.2% | $64,105-65.9% | $55,191-60.4% |
| Participation rate | 63.9% | 59.4%+4.5pp | 68.2%-4.3pp | 69.2%-5.3pp |
| Annual return | -0.48% | 4.95%-5.4pp | 791.24%-791.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $350 | $641-45.4% | $1,820-80.8% | $1,899-81.6% |
| Participant deferral / active EE | $1,864 | $1,929-3.4% | $2,822-33.9% | $3,046-38.8% |
| Admin fee / account holder | $53 | $94-43.3% | $4,499-98.8% | $91-41.1% |