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 |
|---|---|---|
ENTERPRISE BANK & TRUST8 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $11,900 |
WIPFLI LLP7 years Service code 13 · EIN 39-0758449 | Contract Administrator | $10,822 |
TRUSTPOINT4 years Service code 19 230 FRONT ST N · LA CROSSE, WI 54601 | Securities Custodian | $8,627 |
HAWKINS ASH CPAS8 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $8,500 |
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 | $122,629 | $96,484+27.1% | $156,263-21.5% | $74,304+65.0% |
| Participation rate | 97.6% | 67.7%+30.0pp | 78.9%+18.7pp | 60.3%+37.3pp |
| Annual return | 24.93% | 17.73%+7.2pp | 59.47%-34.5pp | 29.43%-4.5pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $343 | $3,728-90.8% | $14,255-97.6% | $2,969-88.5% |