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 LLP3 years Filed as: WIPFLI FINANCIAL LLC Service code 22 · EIN 39-1947134 | Insurance Broker | $36,800 |
WIPFLI LLP5+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $28,436 |
Filed as: HERMANS & ASSOCIATES, CPAS SC Service code 10 · EIN 39-1421794 1901 S WEBSTER AVENUE · GREEN BAY, WI 54301 | Accounting | $7,200 |
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 | $78,003 | $81,474-4.3% | $133,956-41.8% | $73,488+6.1% |
| Participation rate | 89.5% | 76.4%+13.1pp | 79.8%+9.6pp | 70.7%+18.8pp |
| Annual return | 11.88% | 19.40%-7.5pp | 45.09%-33.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $984 | $2,209-55.5% | $3,919-74.9% | $2,270-56.7% |
| Participant deferral / active EE | $4,082 | $3,786+7.8% | $5,048-19.1% | $3,740+9.2% |
| Admin fee / account holder | $496 | $713-30.4% | $8,927-94.4% | $513-3.3% |