See peer percentile detail. $4.99 for your first month.
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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 LLC6+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $98,677 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $70,651 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $17,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,005 | $59,054+118.5% | $97,226+32.7% | $77,643+66.2% |
| Participation rate | 97.7% | 67.9%+29.8pp | 72.7%+25.0pp | 70.6%+27.1pp |
| Annual return | 15.77% | 16.96%-1.2pp | 75.13%-59.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,793 | $1,742+117.7% | $2,729+39.0% | $2,726+39.1% |
| Participant deferral / active EE | $7,800 | $3,930+98.5% | $4,264+82.9% | $4,647+67.8% |
| Admin fee / account holder | $292 | $346-15.6% | $5,654-94.8% | $430-32.1% |