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 37 · EIN 04-2647786 | Loan Processing | $39,536 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $35,300 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,846 | $84,487-1.9% | $125,339-33.9% | $66,914+23.8% |
| Participation rate | 92.6% | 76.4%+16.2pp | 82.4%+10.2pp | 69.8%+22.8pp |
| Annual return | 7.35% | -8.39%+15.7pp | 572.05%-564.7pp | 1.58%+5.8pp |
| Employer contribution / active EE | $1,745 | $3,553-50.9% | $4,814-63.8% | $2,544-31.4% |
| Participant deferral / active EE | $8,072 | $6,781+19.0% | $7,446+8.4% | $4,237+90.5% |
| Admin fee / account holder | $375 | $685-45.2% | $10,010-96.2% | $593-36.7% |