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 |
|---|---|---|
PAI3+ years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $32,028 |
ASCENSUS LLC2 years Filed as: FARMERS FINANCIAL SOLUTIONS, LLC Service code 27 8262 COOLEY LAKE RD · COMMERCE TOWNSHIP, MI 48382 | Advisory (Plan) | $8,666 |
Annual investment return 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.
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 | $18,359 | $60,545-69.7% | $92,233-80.1% | $69,631-73.6% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.5%+15.5pp | 70.7%+21.3pp |
| Annual return | 8.34% | 19.71%-11.4pp | 176.28%-167.9pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,292 | $2,828+87.2% | $3,897+35.8% | $3,224+64.2% |
| Admin fee / account holder | $26 | $145-81.7% | $5,194-99.5% | $110-76.0% |