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 |
|---|---|---|
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL LLC Service code 22 · EIN 39-1947134 | Insurance Broker | $40,745 |
WIPFLI LLP3+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $28,441 |
Filed as: HERMANS & ASSOCIATES, CPAS SC Service code 10 · EIN 39-1421794 1901 S WEBSTER AVENUE · GREEN BAY, WI 54301 | Accounting | $6,980 |
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.
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 | $81,839 | $66,302+23.4% | $110,238-25.8% | $56,287+45.4% |
| Participation rate | 93.7% | 74.9%+18.7pp | 79.8%+13.8pp | 69.9%+23.8pp |
| Annual return | -8.09% | -1.18%-6.9pp | 314.74%-322.8pp | -9.96%+1.9pp |
| Employer contribution / active EE | $968 | $2,047-52.7% | $3,826-74.7% | $2,111-54.1% |
| Participant deferral / active EE | $4,454 | $3,381+31.7% | $4,672-4.7% | $3,350+33.0% |
| Admin fee / account holder | $548 | $698-21.6% | $8,547-93.6% | $521+5.2% |