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 9-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 DRIVE · DEPERE, WI 54115 | Contract Administrator | $24,912 |
DFPG INVESTMENTS INC5 years Filed as: DFPG INVESTMENTS, LLC Service code 27 9017 S. RIVERSIDE DR · SANDY, UT 84070 | Advisory (Plan) | $22,122 |
PAI5 years Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $13,852 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,694 |
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 | $18,396 | $92,971-80.2% | $96,683-81.0% | $74,419-75.3% |
| Participation rate | 69.6% | 71.5%-1.9pp | 74.3%-4.7pp | 70.7%-1.1pp |
| Annual return | 19.02% | 37.49%-18.5pp | 35.69%-16.7pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,360 | $3,426-31.1% | $3,737-36.8% | $2,637-10.5% |
| Participant deferral / active EE | $3,064 | $3,970-22.8% | $4,878-37.2% | $4,528-32.3% |
| Admin fee / account holder | $39 | $633-93.8% | $6,730-99.4% | $348-88.8% |