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 | $19,457 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,746 | $29,548-33.2% | $56,411-65.0% | $77,643-74.6% |
| Participation rate | 81.2% | 32.7%+48.5pp | 52.5%+28.7pp | 70.6%+10.6pp |
| Annual return | 13.48% | 19.01%-5.5pp | 1701.33%-1687.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,280 | $568+125.6% | $1,039+23.3% | $2,726-53.0% |
| Participant deferral / active EE | $272 | $1,061-74.3% | $1,952-86.0% | $4,647-94.1% |
| Admin fee / account holder | $110 | $1,046-89.5% | $2,829-96.1% | $430-74.4% |