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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $33,567 |
Service code 15 · EIN 30-0219031 | Recordkeeping | $24,762 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,770 | $104,607-65.8% | $96,544-62.9% | - |
| Participation rate | 75.9% | 76.2%-0.2pp | 76.0%-0.1pp | - |
| Annual return | 28.72% | 9.56%+19.2pp | 25.84%+2.9pp | - |
| Employer contribution / active EE | $2,244 | $2,147+4.5% | $2,965-24.3% | - |
| Participant deferral / active EE | $4,204 | $4,312-2.5% | $4,851-13.3% | - |
| Admin fee / account holder | $263 | $45,340-99.4% | $8,252-96.8% | - |