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 | $16,086 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,900 | $29,369-28.8% | $77,482-73.0% | $73,409-71.5% |
| Participation rate | 74.2% | 37.9%+36.2pp | 54.2%+20.0pp | 72.2%+2.0pp |
| Annual return | 20.43% | 358.15%-337.7pp | 54.79%-34.4pp | 59.29%-38.9pp |
| Employer contribution / active EE | $2,122 | $406+422.9% | $986+115.1% | $2,234-5.0% |
| Participant deferral / active EE | $329 | $941-65.0% | $1,861-82.3% | $3,805-91.4% |
| Admin fee / account holder | $83 | $123-32.7% | $2,858-97.1% | $158-47.7% |