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 LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $61,862 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,858 |
SCHENCK SC2 years Service code 10 200 E. WASHINGTON ST. · APPLETON, WI 54912 | Accounting | $7,700 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,464 | $37,591-24.3% | $90,645-68.6% | $55,725-48.9% |
| Participation rate | 94.6% | 66.4%+28.3pp | 74.0%+20.6pp | 70.9%+23.8pp |
| Annual return | -5.70% | -3.20%-2.5pp | 1.88%-7.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,255 | $1,302-3.6% | $2,532-50.4% | $2,078-39.6% |
| Participant deferral / active EE | $2,947 | $2,643+11.5% | $3,425-14.0% | $3,356-12.2% |
| Admin fee / account holder | $136 | $100+35.9% | $4,994-97.3% | $115+17.9% |