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 Service code 10 · EIN 39-0758449 | Accounting | $17,500 |
Filed as: REINHART Service code 29 1000 N WATER ST, 1700 · MILWAUKEE, WI 53202 | Legal | $11,431 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,149 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,269 | $95,274-85.0% | $135,903-89.5% | $74,419-80.8% |
| Participation rate | 95.4% | 78.2%+17.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 11.23% | 32.77%-21.5pp | 68.23%-57.0pp | 34.38%-23.2pp |
| Employer contribution / active EE | $1,864 | $3,874-51.9% | $4,856-61.6% | $2,637-29.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $91 | $266-65.8% | $10,762-99.2% | $348-73.8% |