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 LLP2+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $12,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,869 | $46,732-44.6% | $156,549-83.5% | $55,167-53.1% |
| Participation rate | 34.2% | 65.8%-31.6pp | 84.0%-49.9pp | 69.0%-34.8pp |
| Annual return | 6.06% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $343 | $2,105-83.7% | $5,501-93.8% | $1,963-82.5% |
| Participant deferral / active EE | $719 | $2,204-67.4% | $4,871-85.2% | $3,054-76.5% |
| Admin fee / account holder | $145 | $418-65.4% | $13,027-98.9% | $504-71.3% |