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 LLC3+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $116,513 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (bank... | $20,809 |
VILLAGE OF CROSS PLAINS, WI3+ years Service code 49 · EIN 39-6025361 | Other Services | $18,446 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $12,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,562 | $75,284+106.6% | $91,001+70.9% | $69,631+123.4% |
| Participation rate | 92.9% | 80.4%+12.5pp | 75.6%+17.3pp | 70.7%+22.2pp |
| Annual return | 15.41% | 48.40%-33.0pp | 4.60%+10.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,452 | $2,473+80.1% | $2,456+81.3% | $2,032+119.1% |
| Participant deferral / active EE | $3,859 | $3,700+4.3% | $3,547+8.8% | $3,224+19.7% |
| Admin fee / account holder | $239 | $111+115.8% | $5,417-95.6% | $110+116.1% |