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 |
|---|---|---|
SUMMIT PLANNING GROUP1+ years Service code 27 · EIN 39-1980229 3071 VOYAGER DRIVE · GREEN BAY, WI 54311 | Advisory (Plan) | $21,779 |
PENSION INC.1+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $5,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,062 | $50,464-4.8% | $75,781-36.6% | $52,331-8.2% |
| Participation rate | 51.5% | 66.8%-15.3pp | 75.8%-24.3pp | 68.1%-16.6pp |
| Annual return | -0.07% | 1.03%-1.1pp | 9.68%-9.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $487 | $1,988-75.5% | $3,323-85.4% | $1,882-74.1% |
| Participant deferral / active EE | $2,136 | $2,570-16.9% | $3,651-41.5% | $3,022-29.3% |
| Admin fee / account holder | $333 | $1,103-69.8% | $5,299-93.7% | $592-43.7% |