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 LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $49,546 |
WIPFLI LLP4+ years Service code 13 · EIN 39-0758449 | Contract Administrator | $26,092 |
Service code 10 · EIN 39-1421794 | Accounting | $7,780 |
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 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 | $142,249 | $59,186+140.3% | $76,768+85.3% | $56,287+152.7% |
| Participation rate | 96.4% | 75.2%+21.2pp | 77.0%+19.4pp | 69.9%+26.5pp |
| Annual return | -8.80% | 6.62%-15.4pp | 2.43%-11.2pp | -9.96%+1.2pp |
| Employer contribution / active EE | $2,490 | $1,759+41.6% | $2,485+0.2% | $2,111+18.0% |
| Participant deferral / active EE | $3,334 | $3,255+2.4% | $3,852-13.4% | $3,350-0.5% |
| Admin fee / account holder | $453 | $489-7.3% | $6,675-93.2% | $521-13.0% |