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 MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $8,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,844 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $162,068 | $80,177+102.1% | $123,892+30.8% | $57,658+181.1% |
| Participation rate | 76.1% | 74.4%+1.7pp | 81.4%-5.3pp | 70.2%+5.9pp |
| Annual return | 8.50% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $194 | $2,913-93.3% | $4,617-95.8% | $1,974-90.2% |
| Participant deferral / active EE | $6,787 | $5,130+32.3% | $5,984+13.4% | $3,061+121.8% |
| Admin fee / account holder | $18 | $106-83.2% | $8,357-99.8% | $95-81.2% |