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 |
|---|---|---|
PAI1 year Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $8,075 |
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 | $31,764 | $98,750-67.8% | $149,696-78.8% | $79,858-60.2% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.4pp |
| Annual return | 15.87% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,274 | $3,216-29.3% | $4,644-51.0% | $2,471-8.0% |
| Participant deferral / active EE | $6,133 | $5,680+8.0% | $6,842-10.4% | $3,740+64.0% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |