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 7-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 37 · EIN 04-2647786 | Loan Processing | $107,311 |
ROTHSCHILD ASSET MANAGEMENT6 years Filed as: ROTHSCHILD INVESTMENT CORP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,186 | $122,259-31.1% | $147,005-42.7% | $199,768-57.9% |
| Participation rate | 96.6% | 78.3%+18.3pp | 82.2%+14.4pp | 72.0%+24.6pp |
| Annual return | 21.39% | 30.58%-9.2pp | 418.76%-397.4pp | 34.26%-12.9pp |
| Employer contribution / active EE | $4,132 | $4,097+0.9% | $4,934-16.3% | $3,037+36.1% |
| Participant deferral / active EE | $15,588 | $8,504+83.3% | $8,070+93.2% | $5,090+206.3% |
| Admin fee / account holder | $106 | $179-41.0% | $13,006-99.2% | $269-60.8% |