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.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $224,745 |
WIPFLI LLP11+ years Service code 10 · EIN 39-0758449 | Accounting | $10,865 |
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 | $183,554 | $104,919+74.9% | $116,228+57.9% | $85,563+114.5% |
| Participation rate | 50.2% | 78.6%-28.4pp | 74.6%-24.4pp | 66.0%-15.8pp |
| Annual return | 14.75% | 15.38%-0.6pp | 90.06%-75.3pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,852 | $3,485-46.9% | $2,994-38.2% | $2,654-30.2% |
| Participant deferral / active EE | $3,629 | $5,306-31.6% | $4,953-26.7% | $4,375-17.1% |
| Admin fee / account holder | $478 | $429+11.5% | $11,989-96.0% | $834-42.7% |