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, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $49,329 |
WIPFLI LLP5+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $41,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,320 | $73,404+19.0% | $87,100+0.3% | $67,579+29.2% |
| Participation rate | 74.2% | 80.9%-6.6pp | 76.9%-2.6pp | 71.3%+3.0pp |
| Annual return | 21.30% | 48.29%-27.0pp | 28.19%-6.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,188 | $2,014-41.0% | $2,521-52.9% | $2,148-44.7% |
| Participant deferral / active EE | $3,840 | $3,913-1.8% | $4,049-5.1% | $3,539+8.5% |
| Admin fee / account holder | $370 | $142+161.5% | $7,497-95.1% | $142+160.2% |