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 |
|---|---|---|
WIPFLI LLP3+ years Filed as: WIPLI LLP Service code 15 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping | $6,672 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,017 | $66,302-80.4% | $110,238-88.2% | $56,287-76.9% |
| Participation rate | 84.0% | 74.9%+9.0pp | 79.8%+4.1pp | 69.9%+14.1pp |
| Annual return | 7.04% | -1.18%+8.2pp | 314.74%-307.7pp | -9.96%+17.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $53 | $698-92.5% | $8,547-99.4% | $521-89.9% |