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 LLP5 years Service code 15 · EIN 39-0758449 | Recordkeeping | $45,064 |
ORGEL WEALTH MANAGEMENT9+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $42,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,712 | $61,272+67.6% | $149,673-31.4% | $71,457+43.7% |
| Participation rate | 93.5% | 62.5%+31.0pp | 78.8%+14.8pp | 67.9%+25.6pp |
| Annual return | 15.26% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,414 | $2,378+85.6% | $4,818-8.4% | $2,588+70.6% |
| Participant deferral / active EE | $3,516 | $2,917+20.5% | $5,680-38.1% | $4,289-18.0% |
| Admin fee / account holder | $371 | $1,261-70.6% | $13,210-97.2% | $1,587-76.6% |