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 LLP3+ years Filed as: WIPFLI HEWINS INVESTMENT ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $41,199 |
WIPFLI LLP3+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $32,724 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,020 | $58,726+26.0% | $92,233-19.7% | $62,292+18.8% |
| Participation rate | 90.5% | 68.3%+22.1pp | 76.5%+14.0pp | 69.5%+21.0pp |
| Annual return | 18.86% | 43.62%-24.8pp | 176.28%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,085 | $2,392+29.0% | $3,679-16.1% | $2,042+51.1% |
| Participant deferral / active EE | $5,387 | $2,766+94.8% | $3,897+38.3% | $3,169+70.0% |
| Admin fee / account holder | $362 | $556-34.9% | $5,194-93.0% | $479-24.4% |