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 |
|---|---|---|
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $10,117 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,788 | $31,424-81.6% | $81,478-92.9% | $69,631-91.7% |
| Participation rate | 35.2% | 50.8%-15.7pp | 68.0%-32.8pp | 70.7%-35.5pp |
| Annual return | 29.40% | 22.44%+7.0pp | 38.78%-9.4pp | 27571.02%-27541.6pp |
| Employer contribution / active EE | $362 | $1,029-64.8% | $2,568-85.9% | $2,032-82.2% |
| Participant deferral / active EE | $849 | $1,838-53.8% | $3,537-76.0% | $3,224-73.7% |
| Admin fee / account holder | $97 | $103-5.4% | $4,561-97.9% | $110-12.1% |