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 7-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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $137,117 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $9,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,597 | $65,118-33.0% | $76,768-43.2% | $55,725-21.8% |
| Participation rate | 95.3% | 79.6%+15.7pp | 77.0%+18.3pp | 70.9%+24.4pp |
| Annual return | -7.01% | -1.27%-5.7pp | 2.43%-9.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,669 | $1,941+37.5% | $2,485+7.4% | $2,078+28.4% |
| Participant deferral / active EE | $3,280 | $3,688-11.1% | $3,852-14.8% | $3,356-2.2% |
| Admin fee / account holder | $129 | $116+11.6% | $6,675-98.1% | $115+12.2% |