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 LLP2 years Filed as: WIPFLI FINANCIAL LLC Service code 22 · EIN 39-1947134 | Insurance Broker | $40,444 |
WIPFLI LLP4+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $30,456 |
HERMANS & ASSOCIATES, CPA'S, S.C.3 years Filed as: HERMANS & ASSOCIATES, CPAS SC Service code 10 · EIN 39-1421794 1901 S WEBSTER AVENUE · GREEN BAY, WI 54301 | Accounting | $7,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,226 | $86,332-4.8% | $125,175-34.3% | $65,185+26.1% |
| Participation rate | 89.5% | 75.3%+14.2pp | 79.8%+9.7pp | 70.2%+19.3pp |
| Annual return | 19.73% | 27.43%-7.7pp | 43.79%-24.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $968 | $2,040-52.6% | $3,865-75.0% | $2,177-55.5% |
| Participant deferral / active EE | $4,102 | $3,537+16.0% | $4,937-16.9% | $3,514+16.7% |
| Admin fee / account holder | $557 | $609-8.6% | $9,702-94.3% | $847-34.2% |