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 7-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+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $9,360 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $117 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,050 | $46,423-93.4% | $75,886-96.0% | $67,579-95.5% |
| Participation rate | 79.0% | 63.1%+16.0pp | 69.3%+9.7pp | 71.3%+7.7pp |
| Annual return | 0.00% | 32.29%-32.3pp | 30.76%-30.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $324 | $1,406-76.9% | $2,500-87.0% | $2,148-84.9% |
| Participant deferral / active EE | $1,259 | $2,564-50.9% | $3,603-65.1% | $3,539-64.4% |
| Admin fee / account holder | $12 | $132-90.8% | $5,418-99.8% | $142-91.5% |