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+ years Filed as: WIPFLI, LLP Service code 13 · EIN 39-0758449 469 SECURITY BLVD · GREEN BAY, WI 54307 | Contract Administrator | $10,500 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,219 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,768 | $37,117+88.0% | $147,614-52.7% | $55,191+26.4% |
| Participation rate | 93.5% | 63.6%+29.9pp | 84.6%+8.9pp | 69.2%+24.3pp |
| Annual return | 1.29% | 3.44%-2.2pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,605 | $1,620+60.8% | $5,564-53.2% | $1,899+37.2% |
| Participant deferral / active EE | $3,436 | $1,985+73.0% | $4,895-29.8% | $3,046+12.8% |
| Admin fee / account holder | $17 | $86-80.5% | $11,611-99.9% | $91-81.7% |