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 |
|---|---|---|
COE ADMINISTRATORS, LLC1+ years Filed as: COE ADMINISTRATORS LLC Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $0 |
PACKERLAND BROKERAGE SERVICES1+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
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 | $33,635 | $39,245-14.3% | $64,105-47.5% | $52,331-35.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 1.34% | 14.79%-13.4pp | 791.24%-789.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,160 | $736+193.5% | $1,820+18.7% | $1,882+14.8% |
| Participant deferral / active EE | $3,748 | $1,992+88.2% | $2,822+32.8% | $3,022+24.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |