Filed October 21, 2021
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 |
|---|---|---|
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $88,535 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,849 | $61,473+153.5% | $81,930+90.2% | $73,409+112.3% |
| Participation rate | 98.4% | 72.4%+26.1pp | 72.0%+26.5pp | 72.2%+26.3pp |
| Annual return | 16.29% | 28.26%-12.0pp | 29.49%-13.2pp | 59.29%-43.0pp |
| Employer contribution / active EE | $13,911 | $1,898+633.0% | $4,310+222.8% | $2,234+522.8% |
| Participant deferral / active EE | $5,576 | $3,080+81.0% | $7,107-21.5% | $3,805+46.5% |
| Admin fee / account holder | $238 | $125+89.8% | $5,158-95.4% | $158+50.8% |