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 LLP5+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $10,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,540 | $52,953-34.8% | $172,739-80.0% | $65,185-47.0% |
| Participation rate | 31.9% | 66.2%-34.3pp | 82.6%-50.8pp | 70.2%-38.3pp |
| Annual return | 19.58% | 30.12%-10.5pp | 802.84%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $340 | $2,190-84.5% | $5,143-93.4% | $2,177-84.4% |
| Participant deferral / active EE | $750 | $2,471-69.6% | $5,198-85.6% | $3,514-78.6% |
| Admin fee / account holder | $110 | $472-76.6% | $13,954-99.2% | $847-87.0% |