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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 70 · EIN 13-5381590 | Consulting Fees | $14,560 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 16 · EIN 36-2708660 | Consulting | $11,666 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,379 |
Participant contribution per participant 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 | $187,099 | $155,795+20.1% | $136,294+37.3% | $69,631+168.7% |
| Participation rate | 93.7% | 75.2%+18.4pp | 81.9%+11.7pp | 70.7%+23.0pp |
| Annual return | 16.44% | 232464.33%-232447.9pp | 5155.94%-5139.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $12,009 | $2,991+301.5% | $4,695+155.8% | $2,032+491.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | -$3 | $128-102.1% | $9,243-100.0% | $110-102.4% |