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 year Filed as: WIPFLI FINANCIAL ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $49,061 |
WIPFLI LLP5+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $19,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,050 | $65,376+121.9% | $87,100+66.5% | $65,185+122.5% |
| Participation rate | 84.2% | 75.3%+8.8pp | 76.9%+7.3pp | 70.2%+14.0pp |
| Annual return | 21.03% | 31.27%-10.2pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $3,355 | $1,822+84.1% | $2,521+33.1% | $2,177+54.2% |
| Participant deferral / active EE | $4,450 | $3,388+31.3% | $4,049+9.9% | $3,514+26.6% |
| Admin fee / account holder | $629 | $520+21.0% | $7,497-91.6% | $847-25.8% |