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 15 · EIN 30-0219031 | Recordkeeping | $43,525 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $7,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,316 | $74,661+53.1% | $160,784-28.9% | $67,986+68.1% |
| Participation rate | 99.1% | 57.1%+42.0pp | 77.0%+22.2pp | 57.2%+41.9pp |
| Annual return | 11.99% | 28.83%-16.8pp | 1803.92%-1791.9pp | 31.67%-19.7pp |
| Employer contribution / active EE | $806 | $1,829-55.9% | $3,733-78.4% | $2,019-60.1% |
| Participant deferral / active EE | $6,298 | $3,681+71.1% | $6,293+0.1% | $3,358+87.6% |
| Admin fee / account holder | $337 | $3,959-91.5% | $9,717-96.5% | $3,203-89.5% |