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 | $6,341 |
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.
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 | $17,060 | $65,322-73.9% | $70,449-75.8% | $73,488-76.8% |
| Participation rate | 41.4% | 77.0%-35.6pp | 75.1%-33.7pp | 70.7%-29.3pp |
| Annual return | 14.57% | 15.71%-1.1pp | 109.03%-94.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,288 | $3,375-32.2% | $3,709-38.3% | $3,740-38.8% |
| Admin fee / account holder | $104 | $214-51.2% | $3,845-97.3% | $513-79.7% |