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 LLP6 years Service code 15 · EIN 39-0758499 | Recordkeeping | $26,362 |
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 | $32,705 | $52,208-37.4% | $86,612-62.2% | $74,419-56.1% |
| Participation rate | 85.9% | 66.3%+19.6pp | 71.7%+14.2pp | 70.7%+15.2pp |
| Annual return | 25.64% | 44.46%-18.8pp | 591.07%-565.4pp | 34.38%-8.7pp |
| Employer contribution / active EE | $3,426 | $2,282+50.1% | $3,022+13.3% | $2,637+29.9% |
| Participant deferral / active EE | $5,080 | $3,383+50.1% | $4,438+14.5% | $4,528+12.2% |
| Admin fee / account holder | $41 | $319-87.2% | $5,614-99.3% | $348-88.3% |