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 LLP5+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $59,268 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO, INC. Service code 26 777 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $39,103 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,912 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,904 | $49,693-25.7% | $70,515-47.7% | $74,419-50.4% |
| Participation rate | 80.8% | 64.7%+16.2pp | 68.3%+12.5pp | 70.7%+10.1pp |
| Annual return | 13.36% | 21.22%-7.9pp | 32.77%-19.4pp | 34.38%-21.0pp |
| Employer contribution / active EE | $877 | $1,773-50.6% | $2,973-70.5% | $2,637-66.8% |
| Participant deferral / active EE | $4,235 | $3,376+25.5% | $4,567-7.3% | $4,528-6.5% |
| Admin fee / account holder | $161 | $316-49.1% | $6,412-97.5% | $348-53.8% |