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 ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $44,871 |
WIPFLI LLP6+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $25,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,944 | $73,638+98.2% | $95,952+52.1% | $73,488+98.6% |
| Participation rate | 88.0% | 76.2%+11.9pp | 77.1%+11.0pp | 70.7%+17.4pp |
| Annual return | 11.64% | 16.78%-5.1pp | 91.61%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $4,167 | $1,863+123.7% | $2,541+64.0% | $2,270+83.6% |
| Participant deferral / active EE | $5,463 | $3,617+51.0% | $4,167+31.1% | $3,740+46.1% |
| Admin fee / account holder | $593 | $482+23.1% | $6,795-91.3% | $513+15.6% |