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, LLP Service code 10 · EIN 39-0758449 8665 HUDSON VOULEVARD · ST. PAUL, MN 55042 | Accounting | $12,825 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST CO Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 802170748 | Securities Custodian | $5,319 |
Service code 15 · EIN 41-1276678 7760 FRANCE AVE. SOUTH, SUITE 950 · BLOOMINGTON, MN 55435 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,481 | $676,477-88.3% | $133,980-40.7% | - |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | - |
| Annual return | 5.97% | 1.79%+4.2pp | 29.30%-23.3pp | - |
| Employer contribution / active EE | $4,254 | $3,505+21.4% | $5,211-18.4% | - |
| Participant deferral / active EE | $6,006 | $5,893+1.9% | $6,282-4.4% | - |
| Admin fee / account holder | $163 | $42,217-99.6% | $9,324-98.2% | - |