See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $419,660 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,124 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 16 · EIN 39-0758449 | Consulting | $14,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $82,147 | $94,554-13.1% | $133,956-38.7% | $106,222-22.7% |
| Participation rate | 64.1% | 76.2%-12.2pp | 79.8%-15.8pp | 70.8%-6.7pp |
| Annual return | 19.26% | 16.55%+2.7pp | 45.09%-25.8pp | 21.69%-2.4pp |
| Employer contribution / active EE | $2,344 | $2,503-6.3% | $3,919-40.2% | $2,723-13.9% |
| Participant deferral / active EE | $3,756 | $4,130-9.0% | $5,048-25.6% | $4,600-18.3% |
| Admin fee / account holder | $55 | $69-20.1% | $8,927-99.4% | $78-29.7% |