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 6-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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $98,287 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $58,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,546 | $51,447+109.0% | $104,607+2.8% | $73,409+46.5% |
| Participation rate | 96.6% | 68.2%+28.4pp | 74.1%+22.5pp | 72.2%+24.4pp |
| Annual return | 15.30% | 25.06%-9.8pp | 340.46%-325.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,974 | $1,441+37.0% | $2,681-26.4% | $2,234-11.6% |
| Participant deferral / active EE | $5,582 | $3,058+82.5% | $3,740+49.3% | $3,805+46.7% |
| Admin fee / account holder | $247 | $122+102.6% | $6,473-96.2% | $158+56.5% |