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 LLP2 years Service code 14 11 SCOTT STREET · WAUSAU, WI 54002 | Plan Administrator | $9,640 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $8,006 |
UNITED OF OMAHA3 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 | $57,551 | $59,328-3.0% | $118,925-51.6% | $73,488-21.7% |
| Participation rate | 88.2% | 62.3%+25.9pp | 75.4%+12.8pp | 70.7%+17.5pp |
| Annual return | 17.26% | 19.13%-1.9pp | 35.88%-18.6pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,616 | $1,803-10.4% | $3,263-50.5% | $2,270-28.8% |
| Participant deferral / active EE | $3,657 | $2,604+40.4% | $4,265-14.3% | $3,740-2.2% |
| Admin fee / account holder | $115 | $600-80.9% | $6,581-98.3% | $513-77.7% |