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 |
|---|---|---|
ESI EQUITY4 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $42,500 |
ESOP PARTNERS LLC4 years Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $40,457 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $18,000 |
WIPFLI LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $13,135 |
FOLEY & LARDNER LLP2 years Service code 31 · EIN 39-0473800 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Named fiduciary | $6,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,003 | $72,254-54.3% | $86,677-61.9% | $64,808-49.1% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | 1.19% | 392.42%-391.2pp | 35.91%-34.7pp | 32.82%-31.6pp |
| Employer contribution / active EE | $1,561 | $2,393-34.8% | $2,836-45.0% | $2,506-37.7% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $127 | $174-27.1% | $7,493-98.3% | $188-32.5% |