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 27 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $17,462 |
THIRD PARTY ADMINISTRATORS, INC.8+ years Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,676 | $30,086+15.3% | $61,373-43.5% | $64,808-46.5% |
| Participation rate | 29.4% | 36.4%-7.0pp | 52.6%-23.2pp | 71.5%-42.1pp |
| Annual return | -15.69% | -13.99%-1.7pp | 338.61%-354.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $345 | $536-35.7% | $1,159-70.2% | $2,506-86.2% |
| Participant deferral / active EE | $1,385 | $1,126+23.0% | $2,125-34.8% | $4,310-67.9% |
| Admin fee / account holder | $178 | $148+20.0% | $2,130-91.7% | $188-5.3% |