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 LLP7+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $40,223 |
WIPFLI LLP5 years Filed as: WIPFLI FINANCIAL LLC Service code 22 · EIN 39-1947134 | Insurance Broker | $29,534 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 22 · EIN 43-1270780 | Insurance Broker | $8,876 |
HAWKINS ASH CPAS2 years Filed as: HAWKINS & ASH, CPAS Service code 10 · EIN 39-0912608 520 N. BROADWAY, SUITE 250 · GREEN BAY, WI 54303 | Accounting | $7,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,237 | $86,655-31.6% | $119,609-50.5% | $66,914-11.5% |
| Participation rate | 80.6% | 75.6%+5.1pp | 79.3%+1.4pp | 69.8%+10.8pp |
| Annual return | -15.58% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $969 | $2,536-61.8% | $4,232-77.1% | $2,544-61.9% |
| Participant deferral / active EE | $3,705 | $4,358-15.0% | $5,602-33.9% | $4,237-12.6% |
| Admin fee / account holder | $467 | $755-38.1% | $10,323-95.5% | $593-21.3% |