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 LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $50,235 |
Service code 15 · EIN 30-0219031 | Recordkeeping | $34,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,797 | $78,485+55.2% | $106,213+14.7% | $74,495+63.5% |
| Participation rate | 84.5% | 72.8%+11.7pp | 75.3%+9.2pp | 67.2%+17.3pp |
| Annual return | 12.28% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,544 | $2,523+40.5% | $3,171+11.7% | $2,623+35.1% |
| Participant deferral / active EE | $4,303 | $4,322-0.5% | $5,016-14.2% | $4,346-1.0% |
| Admin fee / account holder | $529 | $2,232-76.3% | $11,033-95.2% | $1,942-72.7% |