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 DR · DE PERE, WI 54115 | Contract Administrator | $23,177 |
ASCENSUS LLC1 year Filed as: FARMERS FINANCIAL SOLUTIONS, LLC Service code 27 400 N. MAIN #302 · MILFORD, MI 48381 | Advisory (Plan) | $6,801 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,447 | $57,921-71.6% | $84,750-80.6% | $57,658-71.5% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 70.2%+19.8pp |
| Annual return | 5.07% | 10.24%-5.2pp | 22.78%-17.7pp | 5.13%-0.1pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,618 | $2,742+68.4% | $3,712+24.4% | $3,061+50.9% |
| Admin fee / account holder | $27 | $130-79.3% | $5,332-99.5% | $95-71.5% |