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 | $81,625+40.0% | $167,512-31.8% | $74,304+53.8% |
| Participation rate | 99.1% | 60.0%+39.1pp | 77.1%+22.1pp | 60.3%+38.8pp |
| Annual return | 11.99% | 26.09%-14.1pp | 1615.79%-1603.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $806 | $2,010-59.9% | $3,882-79.2% | $2,241-64.0% |
| Participant deferral / active EE | $6,298 | $4,115+53.1% | $6,405-1.7% | $3,767+67.2% |
| Admin fee / account holder | $337 | $3,474-90.3% | $9,769-96.5% | $2,969-88.6% |