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 |
|---|---|---|
TRUST POINT INC9+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $96,014 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $13,400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,652 | $77,899+210.2% | $149,673+61.5% | $75,163+221.5% |
| Participation rate | 94.4% | 65.6%+28.8pp | 78.8%+15.6pp | 67.2%+27.2pp |
| Annual return | 12.19% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,565 | $3,137-18.2% | $4,818-46.8% | $2,670-3.9% |
| Participant deferral / active EE | $6,098 | $3,411+78.8% | $5,680+7.4% | $4,125+47.8% |
| Admin fee / account holder | $855 | $5,956-85.6% | $13,210-93.5% | $5,651-84.9% |