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 · EIN 39-0758449 | Plan Administrator | $32,859 |
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $18,168 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,468 |
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $5,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,827 | $42,353-31.9% | $79,550-63.8% | $64,808-55.5% |
| Participation rate | 96.4% | 64.8%+31.7pp | 69.5%+26.9pp | 71.5%+25.0pp |
| Annual return | -15.17% | -12.24%-2.9pp | 0.16%-15.3pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,730 | $1,181+46.6% | $2,413-28.3% | $2,506-31.0% |
| Participant deferral / active EE | $5,043 | $3,170+59.1% | $3,985+26.5% | $4,310+17.0% |
| Admin fee / account holder | $161 | $160+0.8% | $6,832-97.6% | $188-14.4% |