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 | $28,190 |
FRANCIS LLC1 year Filed as: FRANCIS, LLC Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $13,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $88,890-51.1% | $102,423-57.6% | $77,643-44.1% |
| Participation rate | 69.2% | 80.9%-11.8pp | 76.5%-7.3pp | 70.6%-1.4pp |
| Annual return | 17.94% | 24.98%-7.0pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,131 | $2,698-21.0% | $3,023-29.5% | $2,726-21.8% |
| Participant deferral / active EE | $3,914 | $5,145-23.9% | $5,053-22.5% | $4,647-15.8% |
| Admin fee / account holder | $174 | $235-26.1% | $9,451-98.2% | $430-59.6% |