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 |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $64,416 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $7,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,964 | $64,286+66.4% | $90,951+17.6% | $73,409+45.7% |
| Participation rate | 65.6% | 63.6%+2.0pp | 69.0%-3.4pp | 72.2%-6.6pp |
| Annual return | 33.67% | 21.45%+12.2pp | 134.60%-100.9pp | 59.29%-25.6pp |
| Employer contribution / active EE | $952 | $895+6.4% | $2,122-55.1% | $2,234-57.4% |
| Participant deferral / active EE | $3,617 | $2,453+47.4% | $3,373+7.2% | $3,805-5.0% |
| Admin fee / account holder | $290 | $287+1.1% | $5,959-95.1% | $158+83.9% |