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 Service code 14 11 SCOTT STREET · WAUSAU, WI 54002 | Plan Administrator | $7,680 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $7,431 |
UNITED OF OMAHA2 years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $52,983 | $54,045-2.0% | $115,157-54.0% | $65,185-18.7% |
| Participation rate | 86.4% | 63.5%+22.8pp | 75.9%+10.5pp | 70.2%+16.2pp |
| Annual return | 21.08% | 26.55%-5.5pp | 35.60%-14.5pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,525 | $1,653-7.7% | $3,179-52.0% | $2,177-29.9% |
| Participant deferral / active EE | $3,323 | $2,504+32.7% | $4,168-20.3% | $3,514-5.4% |
| Admin fee / account holder | $110 | $626-82.5% | $7,088-98.5% | $847-87.1% |