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 1201 ENTERPRISE DRIVE · DEPERE, WI 54115 | Contract Administrator | $11,035 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $1,838 |
CSI ADVISORY SERVICES1 year Service code 27 900 E. 96TH STREET · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,374 | $69,477-85.1% | $94,646-89.0% | $71,457-85.5% |
| Participation rate | 43.5% | 78.4%-34.9pp | 80.8%-37.3pp | 67.9%-24.4pp |
| Annual return | 12.64% | 29.66%-17.0pp | 156.71%-144.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $883 | $7,345-88.0% | $7,418-88.1% | $4,289-79.4% |
| Admin fee / account holder | $243 | $1,210-79.9% | $7,231-96.6% | $1,587-84.7% |