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 8-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 Filed as: WIPFL LLP Service code 27 · EIN 03-9075849 | Advisory (Plan) | $19,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,863 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,093 | $88,982-61.7% | $102,438-66.7% | $77,671-56.1% |
| Participation rate | 84.8% | 80.9%+3.9pp | 76.5%+8.4pp | 70.6%+14.3pp |
| Annual return | 10.74% | 25.01%-14.3pp | 29.37%-18.6pp | 31.21%-20.5pp |
| Employer contribution / active EE | $326 | $2,698-87.9% | $3,024-89.2% | $2,726-88.0% |
| Participant deferral / active EE | $3,454 | $5,144-32.9% | $5,054-31.7% | $4,648-25.7% |
| Admin fee / account holder | $532 | $236+126.1% | $9,448-94.4% | $430+23.7% |