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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $98,148 |
FRANCES KNEPKA1 year Filed as: FRANCES INVESTMENT COUNSEL Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,625 | $71,516+92.4% | $98,439+39.8% | $71,457+92.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 15.88% | 32.41%-16.5pp | 21.16%-5.3pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,884 | $2,399+20.2% | $3,048-5.4% | $2,588+11.5% |
| Participant deferral / active EE | $4,554 | $4,109+10.8% | $4,738-3.9% | $4,289+6.2% |
| Admin fee / account holder | $632 | $1,675-62.2% | $8,948-92.9% | $1,587-60.2% |