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 Service code 14 · EIN 39-0758449 | Plan Administrator | $8,769 |
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $5,865 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1440070 | Contract Administrator | $2,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,052 | $46,100-56.5% | $86,590-76.8% | $69,631-71.2% |
| Participation rate | 47.0% | 67.2%-20.2pp | 73.5%-26.5pp | 70.7%-23.7pp |
| Annual return | 13.17% | 21.02%-7.8pp | 964.84%-951.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $453 | $1,850-75.5% | $2,839-84.0% | $2,032-77.7% |
| Participant deferral / active EE | $570 | $2,432-76.6% | $3,609-84.2% | $3,224-82.3% |
| Admin fee / account holder | $130 | $94+38.6% | $4,906-97.3% | $110+17.8% |