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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $233,428 |
WIPFLI LLP3 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $23,830 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,420 | $81,908+26.3% | $90,749+14.0% | $64,808+59.6% |
| Participation rate | 56.5% | 80.5%-23.9pp | 75.7%-19.2pp | 71.5%-14.9pp |
| Annual return | -20.19% | -12.53%-7.7pp | -12.16%-8.0pp | 32.82%-53.0pp |
| Employer contribution / active EE | $1,978 | $3,065-35.5% | $2,921-32.3% | $2,506-21.1% |
| Participant deferral / active EE | $3,793 | $4,840-21.6% | $4,564-16.9% | $4,310-12.0% |
| Admin fee / account holder | $452 | $157+187.7% | $8,445-94.6% | $188+140.8% |