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 |
|---|---|---|
EDWARD JONES2 years Service code 27 1641 COMMANCHE AVENUE · GREEN BAY, WI 54313 | Advisory (Plan) | $19,803 |
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $8,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,184 | $63,299-9.7% | $91,001-37.2% | $62,292-8.2% |
| Participation rate | 48.5% | 73.3%-24.8pp | 75.6%-27.1pp | 69.5%-21.0pp |
| Annual return | 16.54% | 20.99%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $337 | $1,807-81.4% | $2,456-86.3% | $2,042-83.5% |
| Participant deferral / active EE | $1,676 | $2,943-43.0% | $3,547-52.8% | $3,169-47.1% |
| Admin fee / account holder | $231 | $468-50.6% | $5,417-95.7% | $479-51.8% |