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 LLP6 years Service code 15 · EIN 39-0758449 | Recordkeeping | $52,223 |
ORGEL WEALTH MANAGEMENT10+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $47,251 |
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 | $109,392 | $55,415+97.4% | $155,509-29.7% | $74,495+46.8% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.9pp | 67.2%+27.8pp |
| Annual return | 11.88% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,604 | $2,267+103.1% | $4,672-1.5% | $2,623+75.5% |
| Participant deferral / active EE | $3,906 | $2,836+37.7% | $5,626-30.6% | $4,346-10.1% |
| Admin fee / account holder | $428 | $1,738-75.4% | $15,912-97.3% | $1,942-77.9% |