See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,878 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,252 | $49,138-60.8% | $84,015-77.1% | $65,185-70.5% |
| Participation rate | 43.2% | 60.7%-17.5pp | 69.0%-25.8pp | 70.2%-27.0pp |
| Annual return | 28.47% | 23.00%+5.5pp | 71.31%-42.8pp | 29.38%-0.9pp |
| Employer contribution / active EE | $1,127 | $914+23.4% | $1,983-43.2% | $2,177-48.2% |
| Participant deferral / active EE | $2,306 | $2,397-3.8% | $3,239-28.8% | $3,514-34.4% |
| Admin fee / account holder | $102 | $543-81.3% | $6,101-98.3% | $847-88.0% |