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 LLP6+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $58,821 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO, INC. Service code 26 777 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $43,575 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,453 |
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 | $31,909 | $55,416-42.4% | $75,972-58.0% | $77,643-58.9% |
| Participation rate | 80.9% | 63.6%+17.3pp | 69.1%+11.8pp | 70.6%+10.3pp |
| Annual return | 10.16% | 17.07%-6.9pp | 359.55%-349.4pp | 31.24%-21.1pp |
| Employer contribution / active EE | $809 | $1,788-54.8% | $2,685-69.9% | $2,726-70.3% |
| Participant deferral / active EE | $3,959 | $3,447+14.9% | $4,255-7.0% | $4,647-14.8% |
| Admin fee / account holder | $152 | $414-63.3% | $6,467-97.6% | $430-64.7% |