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 |
|---|---|---|
PAI5+ years Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WI 54115 | Contract Administrator | $8,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,031 | $69,848-88.5% | $115,756-93.1% | $66,914-88.0% |
| Participation rate | 60.6% | 70.6%-10.0pp | 77.1%-16.5pp | 69.8%-9.2pp |
| Annual return | -18.85% | 969.66%-988.5pp | 143.14%-162.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,254 | $4,274-47.3% | $6,254-64.0% | $4,237-46.8% |
| Admin fee / account holder | $87 | $337-74.3% | $8,124-98.9% | $593-85.4% |