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 LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $97,873 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $86,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,377 | $55,125+123.8% | $109,895+12.3% | $86,799+42.1% |
| Participation rate | 94.8% | 70.1%+24.7pp | 74.2%+20.5pp | 72.3%+22.5pp |
| Annual return | 13.55% | 26.20%-12.6pp | 29.45%-15.9pp | 97.91%-84.4pp |
| Employer contribution / active EE | $3,963 | $1,558+154.4% | $2,842+39.4% | $2,405+64.8% |
| Participant deferral / active EE | $5,573 | $3,337+67.0% | $4,048+37.7% | $4,131+34.9% |
| Admin fee / account holder | $297 | $141+111.0% | $6,066-95.1% | $170+75.4% |