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 Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $48,835 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $38,000 |
ESI EQUITY5 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $28,500 |
WIPFLI LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $16,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,551 | $99,078+7.5% | $96,544+10.4% | $74,419+43.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 224.28% | 22.48%+201.8pp | 25.84%+198.4pp | 34.38%+189.9pp |
| Employer contribution / active EE | $1,639 | $2,570-36.2% | $2,965-44.7% | $2,637-37.9% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $138 | $225-38.7% | $8,252-98.3% | $348-60.4% |