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 |
|---|---|---|
PACKERLAND BROKERAGE SERVICES1+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $25,495 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $42,917 | $39,245+9.4% | $64,105-33.1% | $52,331-18.0% |
| Participation rate | 87.0% | 58.2%+28.8pp | 68.2%+18.8pp | 68.1%+18.9pp |
| Annual return | -0.90% | 14.79%-15.7pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $415 | $736-43.6% | $1,820-77.2% | $1,882-77.9% |
| Participant deferral / active EE | $4,099 | $1,992+105.8% | $2,822+45.3% | $3,022+35.6% |
| Admin fee / account holder | $1 | $592-99.9% | $4,499-100.0% | $592-99.9% |