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 LLP6 years Service code 13 · EIN 39-0758449 | Contract Administrator | $13,555 |
ENTERPRISE BANK & TRUST7 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $11,500 |
HAWKINS ASH CPAS7 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $8,000 |
TRUSTPOINT3 years Service code 19 230 FRONT ST N · LA CROSSE, WI 54601 | Securities Custodian | $5,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,182 | $88,083+24.0% | $164,813-33.8% | $74,495+46.6% |
| Participation rate | 98.3% | 73.0%+25.3pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 18.42% | 17.26%+1.2pp | 69.93%-51.5pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $357 | $2,234-84.0% | $12,690-97.2% | $1,942-81.6% |