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 9-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 |
|---|---|---|
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,095 | $30,599-89.9% | $74,583-95.9% | $57,658-94.6% |
| Participation rate | 29.2% | 49.1%-20.0pp | 68.1%-38.9pp | 70.2%-41.1pp |
| Annual return | 0.00% | 14.24%-14.2pp | 20.47%-20.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $280 | $1,000-72.0% | $2,525-88.9% | $1,974-85.8% |
| Participant deferral / active EE | $576 | $1,805-68.1% | $3,458-83.3% | $3,061-81.2% |
| Admin fee / account holder | $68 | $98-30.5% | $4,138-98.4% | $95-27.9% |