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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PENSION INC.8+ years Service code 13 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $57,845 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 111 N. WASHINGTON ST. · GREEN BAY, WI 54301 | Advisory (Plan) | $38,521 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,349 | $72,254-41.4% | $86,677-51.1% | $64,808-34.7% |
| Participation rate | 41.0% | 80.4%-39.4pp | 76.6%-35.6pp | 71.5%-30.5pp |
| Annual return | -16.31% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,693 | $2,393-29.2% | $2,836-40.3% | $2,506-32.4% |
| Participant deferral / active EE | $2,251 | $4,658-51.7% | $4,656-51.7% | $4,310-47.8% |
| Admin fee / account holder | $207 | $174+18.9% | $7,493-97.2% | $188+10.1% |