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 MANAGEMENT8+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 26 · EIN 36-2708660 | Advisory (Participants) | $65,754 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,900 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $14,600 |
E.R.I.S.A., INC.4 years Filed as: E.R.I.S.A., INC Service code 16 · EIN 36-3180571 | Consulting | $9,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$253,485 |
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 | $360,505 | $82,202+338.6% | $125,339+187.6% | $64,808+456.3% |
| Participation rate | 81.0% | 77.9%+3.1pp | 82.4%-1.4pp | 71.5%+9.5pp |
| Annual return | -17.32% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $8,671 | $3,615+139.8% | $4,814+80.1% | $2,506+246.0% |
| Participant deferral / active EE | $7,592 | $7,175+5.8% | $7,446+1.9% | $4,310+76.1% |
| Admin fee / account holder | -$185 | $163-213.0% | $10,010-101.8% | $188-198.3% |