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 |
|---|---|---|
FRANCIS LLC2 years Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $128,735 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,727 | $66,457+143.4% | $81,382+98.7% | $77,643+108.3% |
| Participation rate | 96.8% | 68.7%+28.0pp | 69.5%+27.3pp | 70.6%+26.2pp |
| Annual return | 13.76% | 15.93%-2.2pp | 24.73%-11.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $9,935 | $2,159+360.1% | $2,463+303.4% | $2,726+264.5% |
| Participant deferral / active EE | $7,500 | $3,679+103.9% | $3,883+93.1% | $4,647+61.4% |
| Admin fee / account holder | $245 | $583-58.0% | $5,768-95.8% | $430-43.2% |