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 LLP Service code 26 · EIN 39-1947134 | Advisory (Participants) | $46,700 |
WIPFLI LLP3+ years Service code 13 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Contract Administrator | $26,735 |
Service code 10 1901 S. WEBSTER AVENUE · GREEN BAY, WI 54301 | Accounting | $7,680 |
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 | $162,433 | $64,909+150.2% | $82,313+97.3% | $62,292+160.8% |
| Participation rate | 96.3% | 74.9%+21.4pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 19.32% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,466 | $1,676+47.1% | $2,428+1.5% | $2,042+20.7% |
| Participant deferral / active EE | $3,100 | $3,103-0.1% | $3,706-16.4% | $3,169-2.2% |
| Admin fee / account holder | $467 | $440+6.3% | $5,608-91.7% | $479-2.5% |