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 LLP3+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $51,292 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO, INC. Service code 26 777 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $39,752 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,505 | $58,347-39.1% | $85,682-58.6% | $86,799-59.1% |
| Participation rate | 83.0% | 64.9%+18.1pp | 69.9%+13.1pp | 72.3%+10.7pp |
| Annual return | 15.06% | 18.43%-3.4pp | 21.49%-6.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $916 | $1,751-47.7% | $2,618-65.0% | $2,405-61.9% |
| Participant deferral / active EE | $4,103 | $3,065+33.8% | $3,923+4.6% | $4,131-0.7% |
| Admin fee / account holder | $132 | $147-10.1% | $6,873-98.1% | $170-21.9% |