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 LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $12,750 |
MINNESOTA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $4,961 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,482 | $99,957-39.5% | $149,696-59.6% | $73,488-17.7% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 16.44% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,021 | $3,191-68.0% | $4,644-78.0% | $2,270-55.0% |
| Participant deferral / active EE | $3,643 | $6,073-40.0% | $6,842-46.8% | $3,740-2.6% |
| Admin fee / account holder | $79 | $551-85.6% | $9,309-99.1% | $513-84.5% |