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 year Service code 13 2450 WITZEL AVE · OSHKOSH, WI 54904 | Contract Administrator | $0 |
PACKERLAND BROKERAGE SERVICES3+ years Service code 55 432 SECURITY BLVD · 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 | $42,912 | $51,466-16.6% | $78,778-45.5% | $62,292-31.1% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 24.08% | 19.96%+4.1pp | 35.62%-11.5pp | 28.90%-4.8pp |
| Employer contribution / active EE | $2,250 | $827+171.9% | $1,986+13.3% | $2,042+10.2% |
| Participant deferral / active EE | $4,049 | $2,147+88.6% | $2,958+36.9% | $3,169+27.8% |
| Admin fee / account holder | $18 | $489-96.2% | $5,134-99.6% | $479-96.2% |