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 LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $28,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,772 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,333 | $26,114-14.5% | $58,482-61.8% | $74,419-70.0% |
| Participation rate | 75.6% | 32.1%+43.5pp | 50.9%+24.7pp | 70.7%+4.9pp |
| Annual return | 16.99% | 32.51%-15.5pp | 4239.32%-4222.3pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,973 | $536+268.5% | $1,053+87.4% | $2,637-25.2% |
| Participant deferral / active EE | $425 | $1,075-60.5% | $1,924-77.9% | $4,528-90.6% |
| Admin fee / account holder | $143 | $649-78.0% | $2,516-94.3% | $348-58.9% |