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 99 11 SCOTT STREET · WAUSAU, WI 54403 | Other Fees | $14,650 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,146 | $101,499+52.9% | $147,005+5.5% | $74,546+108.1% |
| Participation rate | 60.8% | 75.5%-14.7pp | 82.2%-21.3pp | 67.2%-6.4pp |
| Annual return | 12.68% | 8732.34%-8719.7pp | 418.76%-406.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,863 | $3,811-51.1% | $4,934-62.2% | $2,624-29.0% |
| Participant deferral / active EE | $5,373 | $7,304-26.4% | $8,070-33.4% | $4,347+23.6% |
| Admin fee / account holder | $113 | $1,748-93.5% | $13,006-99.1% | $1,944-94.2% |