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 INVESTMENT COUNCIL11+ years Service code 27 · EIN 90-0142264 | Advisory (Plan) | $153,569 |
Service code 13 · EIN 91-2090931 | Contract Administrator | $32,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,732 | $107,218+40.6% | $115,768+30.2% | $79,634+89.3% |
| Participation rate | 96.1% | 76.8%+19.3pp | 74.4%+21.7pp | 62.5%+33.6pp |
| Annual return | 14.67% | 15.41%-0.7pp | 100.46%-85.8pp | 36.46%-21.8pp |
| Employer contribution / active EE | $5,086 | $3,627+40.2% | $2,940+73.0% | $2,529+101.1% |
| Participant deferral / active EE | $5,030 | $5,091-1.2% | $4,917+2.3% | $3,835+31.2% |
| Admin fee / account holder | $182 | $576-68.4% | $12,439-98.5% | $1,002-81.8% |