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 |
|---|---|---|
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,715 | $55,002-76.9% | $59,878-78.8% | $56,287-77.4% |
| Participation rate | 43.9% | 75.9%-32.1pp | 74.7%-30.8pp | 69.9%-26.0pp |
| Annual return | -8.98% | 1.13%-10.1pp | 3.46%-12.4pp | -9.96%+1.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,533 | $3,121-18.8% | $3,402-25.5% | $3,350-24.4% |
| Admin fee / account holder | $128 | $236-45.5% | $3,590-96.4% | $521-75.3% |