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 |
|---|---|---|
ERIA2 years Service code 27 1300 ENTERPRISE DR · DE PERE, WI 54115 | Advisory (Plan) | $5,215 |
PAI4+ years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $5,031 |
Filed as: NYLIFE SECURITIES, LLC Service code 63 | 12b-1 Fees | $3,834 |
Filed as: NYLIFE SECURITIES,LLC Service code 27 330 W ILLINOIS ST · SPEARFISH, SD 57783 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,000 | $32,117+2.7% | $71,086-53.6% | $64,186-48.6% |
| Participation rate | 48.5% | 42.7%+5.8pp | 54.7%-6.2pp | 69.6%-21.1pp |
| Annual return | -4.55% | -5.57%+1.0pp | 650.59%-655.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $823 | $712+15.5% | $1,088-24.4% | $2,381-65.4% |
| Participant deferral / active EE | $1,435 | $1,263+13.7% | $1,874-23.4% | $3,470-58.6% |
| Admin fee / account holder | $116 | $2,759-95.8% | $3,082-96.2% | $4,888-97.6% |