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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,778 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 16 · EIN 36-2708660 | Consulting | $10,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,858 |
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 | $182,147 | $75,388+141.6% | $123,544+47.4% | $55,725+226.9% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.3%+14.1pp | 70.9%+25.5pp |
| Annual return | -4.48% | 4.48%-9.0pp | 119.20%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $13,586 | $3,063+343.5% | $4,628+193.6% | $2,078+553.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$15 | $120-112.5% | $9,284-100.2% | $115-113.0% |