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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $241,433 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $7,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,269 | $93,131+39.9% | $106,548+22.3% | $86,799+50.1% |
| Participation rate | 53.9% | 81.4%-27.5pp | 76.1%-22.2pp | 72.3%-18.3pp |
| Annual return | 14.82% | 19.45%-4.6pp | 26.80%-12.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,710 | $2,895-40.9% | $2,819-39.3% | $2,405-28.9% |
| Participant deferral / active EE | $3,310 | $4,708-29.7% | $4,398-24.7% | $4,131-19.9% |
| Admin fee / account holder | $432 | $145+197.7% | $7,407-94.2% | $170+154.7% |