See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Service code 10 10000 INNOVATION DRIVE, SUITE 250 · MILWAUKEE, WI 53226 | Accounting | $11,580 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,566 | $69,305+173.5% | $82,313+130.3% | $69,631+172.2% |
| Participation rate | 96.3% | 80.3%+16.1pp | 76.9%+19.4pp | 70.7%+25.7pp |
| Annual return | 18.24% | 21.47%-3.2pp | 25.88%-7.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,280 | $1,887+20.9% | $2,428-6.1% | $2,032+12.2% |
| Participant deferral / active EE | $7,613 | $3,568+113.3% | $3,706+105.4% | $3,224+136.2% |
| Admin fee / account holder | $35 | $97-63.7% | $5,608-99.4% | $110-68.1% |