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 LLP4+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $54,054 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO, INC. Service code 26 777 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $39,389 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,865 | $44,764-22.1% | $68,791-49.3% | $64,808-46.2% |
| Participation rate | 80.1% | 64.8%+15.3pp | 69.0%+11.1pp | 71.5%+8.6pp |
| Annual return | -13.79% | -10.91%-2.9pp | -6.38%-7.4pp | 32.82%-46.6pp |
| Employer contribution / active EE | $905 | $1,775-49.0% | $2,655-65.9% | $2,506-63.9% |
| Participant deferral / active EE | $4,164 | $3,238+28.6% | $3,941+5.7% | $4,310-3.4% |
| Admin fee / account holder | $149 | $151-1.7% | $4,932-97.0% | $188-20.8% |