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 HEWINS INVESTMENT ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $43,198 |
WIPFLI LLP4+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $27,129 |
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 | $112,272 | $59,186+89.7% | $76,768+46.2% | $56,287+99.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 77.0%+10.5pp | 69.9%+17.6pp |
| Annual return | -7.83% | 6.62%-14.4pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $3,627 | $1,759+106.3% | $2,485+45.9% | $2,111+71.8% |
| Participant deferral / active EE | $4,891 | $3,255+50.3% | $3,852+27.0% | $3,350+46.0% |
| Admin fee / account holder | $601 | $489+22.9% | $6,675-91.0% | $521+15.4% |