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 LLP4 years Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $36,053 |
WIPFLI LLP6 years Service code 15 · EIN 39-0758449 | Recordkeeping | $7,262 |
GASSNER COMPANY, S.C.3 years Service code 10 · EIN 39-1336018 | Accounting | $6,103 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,710 | $64,119+27.4% | $112,228-27.2% | $66,914+22.1% |
| Participation rate | 66.9% | 68.5%-1.6pp | 75.1%-8.2pp | 69.8%-2.9pp |
| Annual return | 5.59% | -13.81%+19.4pp | 27.45%-21.9pp | 1.58%+4.0pp |
| Employer contribution / active EE | $1,492 | $3,005-50.4% | $3,635-59.0% | $2,544-41.4% |
| Participant deferral / active EE | $2,799 | $3,693-24.2% | $4,728-40.8% | $4,237-33.9% |
| Admin fee / account holder | $391 | $625-37.5% | $6,410-93.9% | $593-34.1% |