See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,259 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 10000 INNOVATION DR · MILWAUKEE, WI 53226 | Accounting | $9,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,890 | $30,555-25.1% | $80,716-71.6% | $86,799-73.6% |
| Participation rate | 78.5% | 37.2%+41.3pp | 54.2%+24.3pp | 72.3%+6.2pp |
| Annual return | 13.06% | 30.35%-17.3pp | 87.28%-74.2pp | 97.91%-84.8pp |
| Employer contribution / active EE | $1,717 | $472+263.6% | $1,160+48.0% | $2,405-28.6% |
| Participant deferral / active EE | $416 | $1,050-60.4% | $2,146-80.6% | $4,131-89.9% |
| Admin fee / account holder | $53 | $135-61.0% | $3,380-98.4% | $170-68.8% |