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 MANAGEMENT6+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $30,921 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $25,500 |
Service code 70 · EIN 39-0934985 | Consulting Fees | $24,338 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,909 |
E.R.I.S.A., INC.4 years Service code 70 · EIN 36-3180570 | Consulting Fees | $5,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$105,616 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $423,895 | $100,801+320.5% | $149,696+183.2% | $73,409+477.4% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.5%+5.8pp | 72.2%+16.1pp |
| Annual return | 163.35% | 265.34%-102.0pp | 276.60%-113.3pp | 59.29%+104.1pp |
| Employer contribution / active EE | $9,365 | $3,312+182.8% | $4,644+101.7% | $2,234+319.3% |
| Participant deferral / active EE | $7,288 | $6,404+13.8% | $6,842+6.5% | $3,805+91.5% |
| Admin fee / account holder | -$9 | $181-105.2% | $9,309-100.1% | $158-105.9% |