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 10-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 LLP1 year Filed as: WIPFLI CPAS AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $17,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,500 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J P MORGAN SECURITIES LLC Service code 61 4 CHASE METROTECH CTR FL 3RD · BROOKLYN, NY 11245 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,956 | $155,795-75.0% | $136,294-71.4% | $69,631-44.1% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 70.7%+14.7pp |
| Annual return | 16.25% | 232464.33%-232448.1pp | 5155.94%-5139.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $717 | $2,991-76.0% | $4,695-84.7% | $2,032-64.7% |
| Participant deferral / active EE | $2,702 | $5,394-49.9% | $6,247-56.7% | $3,224-16.2% |
| Admin fee / account holder | $75 | $128-41.5% | $9,243-99.2% | $110-32.0% |