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 |
|---|---|---|
Service code 27 225 S 6TH ST STE 2900 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $13,131 |
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,451 | $56,629-51.5% | $77,999-64.8% | $55,167-50.2% |
| Participation rate | 64.3% | 73.3%-9.0pp | 75.5%-11.2pp | 69.0%-4.7pp |
| Annual return | 6.66% | 2866.98%-2860.3pp | 425.96%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,665 | $1,723-3.4% | $2,470-32.6% | $1,963-15.2% |
| Participant deferral / active EE | $2,655 | $2,777-4.4% | $3,497-24.1% | $3,054-13.1% |
| Admin fee / account holder | $22 | $467-95.4% | $5,480-99.6% | $504-95.7% |