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 | $12,553 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $10,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $18,999 | $25,302-24.9% | $74,701-74.6% | $67,579-71.9% |
| Participation rate | 56.7% | 37.8%+18.8pp | 54.5%+2.2pp | 71.3%-14.6pp |
| Annual return | 21.34% | 10291.17%-10269.8pp | 752.92%-731.6pp | 378.56%-357.2pp |
| Employer contribution / active EE | $603 | $446+35.2% | $1,084-44.3% | $2,148-71.9% |
| Participant deferral / active EE | $216 | $954-77.3% | $1,964-89.0% | $3,539-93.9% |
| Admin fee / account holder | $81 | $108-24.8% | $3,333-97.6% | $142-43.1% |