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 7-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 |
|---|---|---|
PAI4+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,176 | $82,130-90.0% | $453,369-98.2% | $79,386-89.7% |
| Participation rate | 48.1% | 73.4%-25.3pp | 78.0%-29.9pp | 70.7%-22.7pp |
| Annual return | 16.39% | 345.31%-328.9pp | 64.40%-48.0pp | 116.85%-100.5pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,070-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,034 | $4,314-52.8% | $6,209-67.2% | $4,046-49.7% |
| Admin fee / account holder | $84 | $531-84.1% | $11,209-99.2% | $626-86.6% |