See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $58,126 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $42,746 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $8,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,644 | $55,125+28.2% | $109,895-35.7% | $86,799-18.6% |
| Participation rate | 91.1% | 70.1%+21.0pp | 74.2%+16.9pp | 72.3%+18.8pp |
| Annual return | 14.38% | 26.20%-11.8pp | 29.45%-15.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,657 | $1,558+6.4% | $2,842-41.7% | $2,405-31.1% |
| Participant deferral / active EE | $4,045 | $3,337+21.2% | $4,048-0.1% | $4,131-2.1% |
| Admin fee / account holder | $242 | $141+71.3% | $6,066-96.0% | $170+42.4% |