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 LLP10+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $152,979 |
ORGEL WEALTH MANAGEMENT10+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $54,672 |
Service code 10 · EIN 41-1670081 | Accounting | $19,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,304 | $54,193+27.9% | $93,606-26.0% | $77,643-10.7% |
| Participation rate | 87.1% | 63.9%+23.2pp | 68.7%+18.4pp | 70.6%+16.5pp |
| Annual return | 13.25% | 30.54%-17.3pp | 133.20%-119.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,266 | $1,168+8.4% | $2,420-47.7% | $2,726-53.5% |
| Participant deferral / active EE | $4,616 | $3,144+46.8% | $4,411+4.6% | $4,647-0.7% |
| Admin fee / account holder | $492 | $576-14.5% | $8,285-94.1% | $430+14.4% |