See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Service code 14 · EIN 39-0758449 | Plan Administrator | $4,452 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 14 · EIN 39-3647910 | Plan Administrator | $1,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $555,681 | $49,915+1013.3% | $154,803+259.0% | $74,304+647.8% |
| Participation rate | 31.6% | 54.0%-22.3pp | 78.1%-46.5pp | 60.3%-28.7pp |
| Annual return | 20.22% | 34.06%-13.8pp | 58.88%-38.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $9,386 | $1,611+482.5% | $4,305+118.0% | $2,241+318.8% |
| Participant deferral / active EE | $7,668 | $2,255+240.1% | $5,540+38.4% | $3,767+103.6% |
| Admin fee / account holder | $73 | $2,189-96.7% | $14,329-99.5% | $2,969-97.5% |