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 |
|---|---|---|
PAI4 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,787 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,167 | $60,124-86.4% | $90,404-91.0% | $79,858-89.8% |
| Participation rate | 70.0% | 65.0%+5.0pp | 72.7%-2.7pp | 69.6%+0.4pp |
| Annual return | 2.43% | 71.94%-69.5pp | 1293.02%-1290.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $941 | $2,068-54.5% | $3,262-71.2% | $2,471-61.9% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $72 | $3,976-98.2% | $5,611-98.7% | $5,306-98.6% |