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 9-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 | $28,840 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $14,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,920 | $65,435-51.2% | $86,677-63.2% | $66,914-52.3% |
| Participation rate | 87.9% | 75.5%+12.4pp | 76.6%+11.3pp | 69.8%+18.1pp |
| Annual return | -16.64% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,259 | $2,153+4.9% | $2,836-20.3% | $2,544-11.2% |
| Participant deferral / active EE | $4,342 | $4,100+5.9% | $4,656-6.7% | $4,237+2.5% |
| Admin fee / account holder | $253 | $642-60.6% | $7,493-96.6% | $593-57.4% |