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 10-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 |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT10+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $49,805 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,514 |
Service code 16 · EIN 13-4008324 | Consulting | $16,867 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $15,300 |
MICHAEL BEST & FRIEDRICH LLP5 years Service code 29 · EIN 39-0934985 | Legal | $9,460 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$304,832 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,434 | $106,028+322.9% | $146,958+205.1% | $77,643+477.6% |
| Participation rate | 78.4% | 78.4%0pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 18.88% | 56.73%-37.9pp | 418.34%-399.5pp | 31.24%-12.4pp |
| Employer contribution / active EE | $8,288 | $4,063+104.0% | $4,933+68.0% | $2,726+204.1% |
| Participant deferral / active EE | $8,021 | $7,990+0.4% | $8,070-0.6% | $4,647+72.6% |
| Admin fee / account holder | -$221 | $337-165.6% | $12,998-101.7% | $430-151.4% |