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 LLP5 years Service code 15 · EIN 39-0758499 | Recordkeeping | $17,628 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,460 | $47,722-48.7% | $82,719-70.4% | $64,808-62.3% |
| Participation rate | 79.4% | 67.6%+11.8pp | 72.6%+6.9pp | 71.5%+7.9pp |
| Annual return | -9.28% | -13.05%+3.8pp | 701.18%-710.5pp | 32.82%-42.1pp |
| Employer contribution / active EE | $2,435 | $2,179+11.7% | $3,009-19.1% | $2,506-2.8% |
| Participant deferral / active EE | $4,230 | $3,329+27.0% | $4,395-3.8% | $4,310-1.9% |
| Admin fee / account holder | $31 | $143-78.4% | $5,329-99.4% | $188-83.6% |