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 year Filed as: WIPLFI LLP Service code 10 · EIN 39-0758449 | Accounting | $5,272 |
WOODTRUST BANK2 years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,846 | $69,362-28.1% | $101,248-50.8% | $73,488-32.2% |
| Participation rate | 40.8% | 68.4%-27.6pp | 75.8%-35.0pp | 70.7%-29.9pp |
| Annual return | 13.32% | 18.46%-5.1pp | 46.47%-33.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $212 | $2,628-91.9% | $3,660-94.2% | $2,270-90.6% |
| Participant deferral / active EE | $1,564 | $3,300-52.6% | $4,370-64.2% | $3,740-58.2% |
| Admin fee / account holder | $111 | $704-84.3% | $5,945-98.1% | $513-78.4% |