Filed April 15, 2026
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: WIPFLI CPAS AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $11,028 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,462 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,349 | $59,535+144.1% | $90,160+61.2% | $62,292+133.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.86% | 23.53%-6.7pp | 34.88%-18.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,107 | $1,826+70.2% | $3,318-6.3% | $2,042+52.2% |
| Participant deferral / active EE | $6,720 | $4,639+44.9% | $5,288+27.1% | $3,169+112.1% |
| Admin fee / account holder | $102 | $337-69.7% | $5,943-98.3% | $479-78.7% |