See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP3 years Filed as: WIPFLI FINANCIAL ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $49,463 |
WIPFLI LLP7+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $20,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,150 | $84,936+39.1% | $111,297+6.2% | $79,386+48.8% |
| Participation rate | 87.7% | 75.9%+11.9pp | 77.3%+10.4pp | 70.7%+17.0pp |
| Annual return | 17.55% | 17.45%+0.1pp | 54.65%-37.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $3,792 | $1,979+91.6% | $2,731+38.8% | $2,427+56.2% |
| Participant deferral / active EE | $4,945 | $3,888+27.2% | $4,487+10.2% | $4,046+22.2% |
| Admin fee / account holder | $397 | $537-26.0% | $7,964-95.0% | $626-36.6% |