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, LLP3 years Filed as: BDO Service code 70 · EIN 13-5381590 | Consulting Fees | $25,497 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $23,124 |
E.R.I.S.A., INC.1 year Service code 70 · EIN 36-3180571 | Consulting Fees | $16,540 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,136 |
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 | $223,904 | $88,122+154.1% | $141,162+58.6% | $67,579+231.3% |
| Participation rate | 98.6% | 76.5%+22.1pp | 82.5%+16.1pp | 71.3%+27.3pp |
| Annual return | 23.24% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.3pp |
| Employer contribution / active EE | $14,641 | $3,224+354.1% | $4,735+209.2% | $2,148+581.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $37 | $131-71.4% | $10,261-99.6% | $142-73.7% |