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 year Filed as: WIPFLI HEWINS INVESTMENT ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $10,879 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $4,685 |
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 | $36,103 | $58,726-38.5% | $92,233-60.9% | $62,292-42.0% |
| Participation rate | 42.4% | 68.3%-26.0pp | 76.5%-34.1pp | 69.5%-27.1pp |
| Annual return | 13.40% | 43.62%-30.2pp | 176.28%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,524 | $2,766-44.9% | $3,897-60.9% | $3,169-51.9% |
| Admin fee / account holder | $179 | $556-67.7% | $5,194-96.5% | $479-62.6% |