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 LLC1 year Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $33,411 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $20,027 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $18,000 |
ESI EQUITY1 year Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $12,304 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,958 | $105,247-71.5% | $87,100-65.6% | $77,787-61.5% |
| Participation rate | 99.7% | 85.8%+13.9pp | 76.9%+22.8pp | 73.2%+26.5pp |
| Annual return | -15.28% | 24.52%-39.8pp | 28.19%-43.5pp | 32.57%-47.9pp |
| Employer contribution / active EE | $1,384 | $2,895-52.2% | $2,521-45.1% | $2,504-44.7% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $83 | $104-20.2% | $7,497-98.9% | $100-16.7% |