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 |
|---|---|---|
PENSION INC.7+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $46,018 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 111 N. WASHINGTON ST. · GREEN BAY, WI 54301 | Advisory (Plan) | $36,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,714 | $185,342-74.8% | $111,297-58.0% | $86,799-46.2% |
| Participation rate | 49.1% | 81.0%-31.9pp | 77.3%-28.2pp | 72.3%-23.2pp |
| Annual return | 28.77% | 500.80%-472.0pp | 54.65%-25.9pp | 97.91%-69.1pp |
| Employer contribution / active EE | $1,848 | $2,246-17.7% | $2,731-32.3% | $2,405-23.2% |
| Participant deferral / active EE | $2,392 | $4,458-46.3% | $4,487-46.7% | $4,131-42.1% |
| Admin fee / account holder | $175 | $255-31.4% | $7,964-97.8% | $170+3.4% |