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 Filed as: FRANCIS INVESTMENT COUNCIL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $123,336 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $18,599 |
VILLAGE OF CROSS PLAINS, WI2+ years Service code 49 · EIN 39-6025361 | Other Services | $18,445 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $14,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,201 | $74,024+90.8% | $77,999+81.0% | $57,658+144.9% |
| Participation rate | 95.5% | 79.7%+15.7pp | 75.5%+19.9pp | 70.2%+25.2pp |
| Annual return | 6.93% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $4,464 | $2,365+88.7% | $2,470+80.7% | $1,974+126.2% |
| Participant deferral / active EE | $3,791 | $3,533+7.3% | $3,497+8.4% | $3,061+23.9% |
| Admin fee / account holder | $265 | $93+184.5% | $5,480-95.2% | $95+180.5% |