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 | $106,749+71.6% | $145,433+25.9% | $82,448+122.2% |
| Participation rate | 95.2% | 75.6%+19.5pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 15.85% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $879 | $3,444-74.5% | $4,554-80.7% | $2,551-65.6% |
| Participant deferral / active EE | $13,491 | $6,519+107.0% | $7,897+70.8% | $4,139+225.9% |
| Admin fee / account holder | -$117 | $8,390-101.4% | $13,129-100.9% | $7,234-101.6% |