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 LLP8 years Service code 10 · EIN 39-0758449 | Accounting | $9,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,866 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,867 | $101,317+31.1% | $146,958-9.6% | $74,495+78.4% |
| Participation rate | 95.3% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 22.03% | 8730.91%-8708.9pp | 418.34%-396.3pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $2,915 | $3,810-23.5% | $4,933-40.9% | $2,623+11.1% |
| Participant deferral / active EE | $12,743 | $7,303+74.5% | $8,070+57.9% | $4,346+193.2% |
| Admin fee / account holder | $13 | $1,739-99.3% | $12,998-99.9% | $1,942-99.3% |