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 LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $13,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,620 | $122,239-19.3% | $184,200-46.5% | $74,546+32.3% |
| Participation rate | 73.9% | 85.5%-11.5pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 13.18% | 19.95%-6.8pp | 28.80%-15.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,974 | $4,537-56.5% | $6,424-69.3% | $2,624-24.8% |
| Participant deferral / active EE | $7,140 | $7,1390% | $9,132-21.8% | $4,347+64.2% |
| Admin fee / account holder | $1 | $1,260-99.9% | $13,907-100.0% | $1,944-99.9% |