See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,586 |
WIPFLI LLP2 years Service code 50 PO BOX 3160 · MILWAUKEE, WI 53201 | Direct Payment | $5,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,058 | $99,078-68.7% | $96,544-67.8% | $74,419-58.3% |
| Participation rate | 86.0% | 80.7%+5.3pp | 76.0%+10.1pp | 70.7%+15.3pp |
| Annual return | 27.44% | 22.48%+5.0pp | 25.84%+1.6pp | 34.38%-6.9pp |
| Employer contribution / active EE | $893 | $2,570-65.3% | $2,965-69.9% | $2,637-66.2% |
| Participant deferral / active EE | $3,014 | $4,933-38.9% | $4,851-37.9% | $4,528-33.4% |
| Admin fee / account holder | $114 | $225-49.3% | $8,252-98.6% | $348-67.2% |