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 FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $28,495 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $6,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,281 | $63,114-9.2% | $92,893-38.3% | $65,185-12.1% |
| Participation rate | 58.7% | 68.8%-10.1pp | 76.0%-17.3pp | 70.2%-11.5pp |
| Annual return | 1.50% | 28.75%-27.3pp | 109.41%-107.9pp | 29.38%-27.9pp |
| Employer contribution / active EE | $1,300 | $2,571-49.4% | $3,653-64.4% | $2,177-40.3% |
| Participant deferral / active EE | $2,093 | $3,108-32.7% | $4,236-50.6% | $3,514-40.4% |
| Admin fee / account holder | $311 | $624-50.1% | $5,794-94.6% | $847-63.3% |