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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,065 |
WOODBURY FINANCIAL SERVICES6+ years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $18,662 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $5,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,198 | $98,750-47.1% | $149,696-65.1% | $79,858-34.6% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 13.88% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,771 | $3,216+17.2% | $4,644-18.8% | $2,471+52.6% |
| Participant deferral / active EE | $6,774 | $5,680+19.3% | $6,842-1.0% | $3,740+81.1% |
| Admin fee / account holder | $344 | $6,053-94.3% | $9,309-96.3% | $5,306-93.5% |