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 LLC11+ years Filed as: FRANCIS INVESTMENT COUNCIL 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 | $104,919+43.7% | $116,228+29.7% | $85,563+76.2% |
| Participation rate | 96.1% | 78.6%+17.5pp | 74.6%+21.5pp | 66.0%+30.1pp |
| Annual return | 14.67% | 15.38%-0.7pp | 90.06%-75.4pp | 31.51%-16.8pp |
| Employer contribution / active EE | $5,086 | $3,485+45.9% | $2,994+69.9% | $2,654+91.7% |
| Participant deferral / active EE | $5,030 | $5,306-5.2% | $4,953+1.6% | $4,375+15.0% |
| Admin fee / account holder | $182 | $429-57.5% | $11,989-98.5% | $834-78.2% |