Filed December 19, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $51,326 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $38,000 |
ESI EQUITY6 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $29,000 |
WIPFLI LLP6 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $17,699 |
FOLEY & LARDNER LLP4 years Service code 31 · EIN 39-0473800 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Named fiduciary | $8,200 |
Employer contribution per participant 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 | $157,652 | $110,299+42.9% | $102,423+53.9% | $199,593-21.0% |
| Participation rate | 99.7% | 86.3%+13.4pp | 76.5%+23.2pp | 72.0%+27.7pp |
| Annual return | 59.26% | 35.73%+23.5pp | 29.32%+29.9pp | 34.25%+25.0pp |
| Employer contribution / active EE | $1,217 | $3,603-66.2% | $3,023-59.8% | $3,034-59.9% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $138 | $122+12.5% | $9,451-98.5% | $269-48.8% |