See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $29,750 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,464 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,238 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,039 | $101,317+9.6% | $146,958-24.4% | $74,495+49.1% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 14.41% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,008 | $3,810-47.3% | $4,933-59.3% | $2,623-23.4% |
| Participant deferral / active EE | $9,539 | $7,303+30.6% | $8,070+18.2% | $4,346+119.5% |
| Admin fee / account holder | $418 | $1,739-75.9% | $12,998-96.8% | $1,942-78.5% |