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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.9+ years Service code 13 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $57,063 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 111 N. WASHINGTON ST. · GREEN BAY, WI 54301 | Advisory (Plan) | $36,839 |
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 | $54,648 | $99,078-44.8% | $96,544-43.4% | $74,419-26.6% |
| Participation rate | 39.3% | 80.7%-41.4pp | 76.0%-36.7pp | 70.7%-31.5pp |
| Annual return | 16.87% | 22.48%-5.6pp | 25.84%-9.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,679 | $2,570-34.7% | $2,965-43.4% | $2,637-36.3% |
| Participant deferral / active EE | $2,327 | $4,933-52.8% | $4,851-52.0% | $4,528-48.6% |
| Admin fee / account holder | $211 | $225-6.1% | $8,252-97.4% | $348-39.4% |