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 |
|---|---|---|
PAI6+ years Service code 13 1201 ENTERPRISE DR · DEPERE, WI 54115 | Contract Administrator | $7,652 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,526 |
Filed as: MILLENNIUM INVESTMENT AND RETIREMEN Service code 27 13850 BALLANTYNE CORP PL · CHARLOTTE, NC 28277 | Advisory (Plan) | $3,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,492 | $80,138-88.2% | $130,231-92.7% | $71,457-86.7% |
| Participation rate | 56.1% | 71.0%-14.9pp | 76.3%-20.2pp | 67.9%-11.9pp |
| Annual return | 22.72% | 16.81%+5.9pp | 38.77%-16.1pp | 28.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,109 | $4,641-54.6% | $6,799-69.0% | $4,289-50.8% |
| Admin fee / account holder | $91 | $1,035-91.2% | $6,020-98.5% | $1,587-94.3% |