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 |
|---|---|---|
WILKINGUTTENPLAN1 year Service code 10 · EIN 22-2612018 | Accounting | $31,500 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,012 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,973 | $101,317+122.0% | $146,958+53.1% | $74,495+202.0% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 13.28% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,479 | $3,810+17.6% | $4,933-9.2% | $2,623+70.8% |
| Participant deferral / active EE | $10,810 | $7,303+48.0% | $8,070+34.0% | $4,346+148.7% |
| Admin fee / account holder | $435 | $1,739-75.0% | $12,998-96.6% | $1,942-77.6% |