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 LLP4 years Service code 15 · EIN 39-0758499 | Recordkeeping | $6,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,593 | $58,290-47.5% | $98,442-68.9% | $86,799-64.8% |
| Participation rate | 70.1% | 68.3%+1.7pp | 73.3%-3.3pp | 72.3%-2.2pp |
| Annual return | 31.45% | 43.48%-12.0pp | 1492.73%-1461.3pp | 97.91%-66.5pp |
| Employer contribution / active EE | $2,188 | $2,008+9.0% | $2,960-26.1% | $2,405-9.0% |
| Participant deferral / active EE | $3,879 | $3,152+23.0% | $4,276-9.3% | $4,131-6.1% |
| Admin fee / account holder | $14 | $138-89.6% | $5,949-99.8% | $170-91.6% |