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 LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $60,450 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $48,409 |
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 | $49,702 | $51,447-3.4% | $104,607-52.5% | $73,409-32.3% |
| Participation rate | 94.0% | 68.2%+25.8pp | 74.1%+19.9pp | 72.2%+21.9pp |
| Annual return | 16.88% | 25.06%-8.2pp | 340.46%-323.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,339 | $1,441-7.1% | $2,681-50.0% | $2,234-40.1% |
| Participant deferral / active EE | $3,300 | $3,058+7.9% | $3,740-11.8% | $3,805-13.3% |
| Admin fee / account holder | $194 | $122+59.2% | $6,473-97.0% | $158+23.0% |