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 INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $99,747 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,576 | $81,248+208.4% | $155,509+61.1% | $80,856+209.9% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 10.86% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,896 | $3,100-6.6% | $4,672-38.0% | $2,755+5.1% |
| Participant deferral / active EE | $6,271 | $3,452+81.7% | $5,626+11.5% | $4,296+46.0% |
| Admin fee / account holder | $968 | $7,997-87.9% | $15,912-93.9% | $6,918-86.0% |