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 |
|---|---|---|
PAI1 year Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $12,873 | $57,976-77.8% | $62,995-79.6% | $62,292-79.3% |
| Participation rate | 34.9% | 75.9%-41.0pp | 74.8%-39.9pp | 69.5%-34.6pp |
| Annual return | 40.41% | 17.54%+22.9pp | 87.57%-47.2pp | 28.90%+11.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,893 | $2,956-36.0% | $3,329-43.2% | $3,169-40.3% |
| Admin fee / account holder | $105 | $276-61.8% | $3,600-97.1% | $479-78.0% |