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 |
|---|---|---|
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $23,800 |
ROTHSCHILD ASSET MANAGEMENT7+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 16 · EIN 36-2708660 | Consulting | $23,794 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,385 |
E.R.I.S.A., INC.3 years Filed as: E.R.I.S.A., INC Service code 11 · EIN 36-3180571 | Actuarial | $17,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$254,578 |
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 | $459,572 | $104,317+340.6% | $159,436+188.2% | $86,799+429.5% |
| Participation rate | 88.8% | 77.7%+11.1pp | 82.8%+6.0pp | 72.3%+16.6pp |
| Annual return | 15.96% | 26.32%-10.4pp | 263.57%-247.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $9,718 | $3,451+181.6% | $4,829+101.2% | $2,405+304.0% |
| Participant deferral / active EE | $8,335 | $6,837+21.9% | $7,352+13.4% | $4,131+101.8% |
| Admin fee / account holder | -$215 | $172-224.8% | $10,799-102.0% | $170-226.8% |