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 |
|---|---|---|
ASCENSUS LLC10+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $95,449 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $65,733 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $32,450 |
BERSTEIN1 year Service code 27 1345 AVE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $30,773 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $19,200 |
DAIN RAUSCHER INCORPORATED4 years Filed as: DAIN RAUSCHER Service code 27 250 NICOLLET MALL, SUITE 2000 · MINNEPOLIS, MN 55401 | Advisory (Plan) | $15,148 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 27 2501 W. BELTLINE HWY #401 · MADISON, WI 53713 | Advisory (Plan) | $14,750 |
Filed as: MERRILL LYNCH Service code 27 153 EAST 53RD STREET, 46TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $13,283 |
Filed as: PERSHING Service code 27 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Advisory (Plan) | $8,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442,236 | $101,317+336.5% | $146,958+200.9% | $74,495+493.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 13.65% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $16,501 | $3,810+333.1% | $4,933+234.5% | $2,623+529.1% |
| Participant deferral / active EE | $12,342 | $7,303+69.0% | $8,070+52.9% | $4,346+184.0% |
| Admin fee / account holder | $910 | $1,739-47.7% | $12,998-93.0% | $1,942-53.1% |