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 Filed as: WIPFLI HEWINS INVESTMENT ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $20,512 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $59,093 | $55,449+6.6% | $83,848-29.5% | $56,287+5.0% |
| Participation rate | 62.0% | 68.0%-6.0pp | 76.1%-14.1pp | 69.9%-7.8pp |
| Annual return | 121.10% | -1.38%+122.5pp | 850.88%-729.8pp | -9.96%+131.1pp |
| Employer contribution / active EE | $909 | $2,430-62.6% | $3,631-75.0% | $2,111-56.9% |
| Participant deferral / active EE | $2,038 | $2,935-30.6% | $4,082-50.1% | $3,350-39.2% |
| Admin fee / account holder | $222 | $656-66.1% | $5,478-95.9% | $521-57.4% |