Filed December 21, 2021 (most recent of 2 filings on file)
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 27 · EIN 90-0142264 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Advisory (Plan) | $75,294 |
COLEMAN & WILLIAMS, LTD.5 years Filed as: COLEMAN & WILLIAMS LTD Service code 49 · EIN 39-1658905 7127 N GREEN BAY AVE · MILWAUKEE, WI 532092835 | Other Services | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,941 | $113,293+92.4% | $67,502+222.9% | $199,593+9.2% |
| Participation rate | 65.4% | 73.3%-7.9pp | 72.9%-7.4pp | 72.0%-6.5pp |
| Annual return | 11.99% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $3,957 | $3,401+16.4% | $2,731+44.9% | $3,034+30.4% |
| Participant deferral / active EE | $4,971 | $4,159+19.5% | $4,000+24.3% | $5,087-2.3% |
| Admin fee / account holder | $74 | $103-27.8% | $3,998-98.1% | $269-72.5% |