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 6-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 | $16,378 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $11,904 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,012 | $80,177+108.3% | $123,892+34.8% | $57,658+189.7% |
| Participation rate | 88.3% | 74.4%+13.8pp | 81.4%+6.8pp | 70.2%+18.0pp |
| Annual return | 6.76% | 17.90%-11.1pp | 47.52%-40.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $11,394 | $2,913+291.2% | $4,617+146.8% | $1,974+477.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $20 | $106-81.2% | $8,357-99.8% | $95-78.8% |