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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,001 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 10000 INNOVATION DR · MILWAUKEE, WI 53226 | Accounting | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,559 | $28,416-41.7% | $73,545-77.5% | $69,631-76.2% |
| Participation rate | 79.2% | 38.3%+40.9pp | 54.9%+24.3pp | 70.7%+8.5pp |
| Annual return | 16.98% | -694.13%+711.1pp | -15.16%+32.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $774 | $430+79.7% | $1,219-36.5% | $2,032-61.9% |
| Participant deferral / active EE | $288 | $897-67.9% | $1,806-84.0% | $3,224-91.1% |
| Admin fee / account holder | $76 | $104-27.0% | $2,320-96.7% | $110-31.0% |