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 5-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.1+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $6,366 |
WEALTH MANAGEMENT SYSTEMS INC1+ years Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 26 3071 VOYAGER DR · GREEN BAY, WI 54311 | Advisory (Participants) | $4,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,721 | $176,812-44.7% | $146,665-33.4% | $167,490-41.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,374 | $5,160-34.6% | $4,136-18.4% | $4,837-30.2% |
| Participant deferral / active EE | $5,950 | $6,440-7.6% | $5,506+8.1% | $6,341-6.2% |
| Admin fee / account holder | $188 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |