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 NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $138,805 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $13,600 |
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 | $60,028 | $73,404-18.2% | $87,100-31.1% | $67,579-11.2% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.9%+20.2pp | 71.3%+25.8pp |
| Annual return | 23.33% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,580 | $2,014+28.1% | $2,521+2.3% | $2,148+20.1% |
| Participant deferral / active EE | $3,835 | $3,913-2.0% | $4,049-5.3% | $3,539+8.4% |
| Admin fee / account holder | $159 | $142+12.1% | $7,497-97.9% | $142+11.6% |