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 LLP6+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $12,471 |
PETERSON WHITAKER & BJORK1 year Service code 10 3140 HARBOR LANE, SUITE 100 · PLYMOUTH, MN 55447 | Accounting | $7,931 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,176 | $58,879-52.1% | $178,490-84.2% | $73,488-61.7% |
| Participation rate | 36.2% | 66.2%-30.0pp | 81.9%-45.7pp | 70.7%-34.5pp |
| Annual return | 12.72% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $353 | $2,236-84.2% | $5,011-93.0% | $2,270-84.4% |
| Participant deferral / active EE | $855 | $2,567-66.7% | $5,202-83.6% | $3,740-77.1% |
| Admin fee / account holder | $220 | $400-45.0% | $13,984-98.4% | $513-57.0% |