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+ years Filed as: WIPFLI HEWINS INVESTMENT ADVISORS Service code 26 · EIN 94-3367699 | Advisory (Participants) | $38,859 |
WIPFLI LLP1+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $24,003 |
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 | $79,647 | $54,320+46.6% | $67,652+17.7% | $52,331+52.2% |
| Participation rate | 88.7% | 73.6%+15.1pp | 75.7%+13.0pp | 68.1%+20.6pp |
| Annual return | -2.21% | 6.81%-9.0pp | 6625.04%-6627.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $3,403 | $1,544+120.4% | $2,266+50.2% | $1,882+80.8% |
| Participant deferral / active EE | $4,553 | $2,950+54.3% | $3,560+27.9% | $3,022+50.7% |
| Admin fee / account holder | $520 | $527-1.3% | $4,821-89.2% | $592-12.2% |