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 13 · EIN 39-0758449 11 SCOTT STREET · WAUSAU, WI 54403 | Contract Administrator | $12,617 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,351 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO Service code 55 | Other Commissions | $4,365 |
DA DAVIDSON & CO3+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,832 | $59,186-86.8% | $76,768-89.8% | $56,287-86.1% |
| Participation rate | 63.3% | 75.2%-11.9pp | 77.0%-13.7pp | 69.9%-6.6pp |
| Annual return | 18.71% | 6.62%+12.1pp | 2.43%+16.3pp | -9.96%+28.7pp |
| Employer contribution / active EE | $527 | $1,759-70.0% | $2,485-78.8% | $2,111-75.0% |
| Participant deferral / active EE | $1,637 | $3,255-49.7% | $3,852-57.5% | $3,350-51.1% |
| Admin fee / account holder | $93 | $489-81.1% | $6,675-98.6% | $521-82.2% |