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 |
|---|---|---|
PENSION INC.1 year Service code 13 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $9,834 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,972 | $88,890-76.4% | $102,423-79.5% | $77,643-73.0% |
| Participation rate | 83.0% | 80.9%+2.1pp | 76.5%+6.5pp | 70.6%+12.5pp |
| Annual return | 15.58% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $900 | $2,698-66.6% | $3,023-70.2% | $2,726-67.0% |
| Participant deferral / active EE | $3,633 | $5,145-29.4% | $5,053-28.1% | $4,647-21.8% |
| Admin fee / account holder | $47 | $235-80.2% | $9,451-99.5% | $430-89.2% |