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 FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $29,759 |
WIPFLI LLP4 years Service code 15 · EIN 39-0758449 | Recordkeeping | $6,742 |
GASSNER COMPANY, S.C.1 year Service code 10 · EIN 39-1336018 | Accounting | $5,417 |
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 | $52,585 | $69,362-24.2% | $101,248-48.1% | $73,488-28.4% |
| Participation rate | 64.4% | 68.4%-4.0pp | 75.8%-11.4pp | 70.7%-6.3pp |
| Annual return | -12.45% | 18.46%-30.9pp | 46.47%-58.9pp | 28.51%-41.0pp |
| Employer contribution / active EE | $1,476 | $2,628-43.8% | $3,660-59.7% | $2,270-35.0% |
| Participant deferral / active EE | $2,509 | $3,300-24.0% | $4,370-42.6% | $3,740-32.9% |
| Admin fee / account holder | $327 | $704-53.5% | $5,945-94.5% | $513-36.2% |