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 Service code 10 · EIN 39-0758449 | Accounting | $6,095 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$30,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,166 | $109,881+66.7% | $150,045+22.1% | $84,808+116.0% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $879 | $3,561-75.3% | $4,693-81.3% | $2,631-66.6% |
| Participant deferral / active EE | $13,491 | $6,636+103.3% | $7,997+68.7% | $4,212+220.3% |
| Admin fee / account holder | -$117 | $8,568-101.4% | $13,435-100.9% | $7,344-101.6% |