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 MANAGEMENT9+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $42,950 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,024 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $13,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$238,282 |
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 | $392,905 | $95,274+312.4% | $135,903+189.1% | $74,419+428.0% |
| Participation rate | 76.1% | 78.2%-2.1pp | 81.9%-5.8pp | 70.7%+5.4pp |
| Annual return | 22.38% | 32.77%-10.4pp | 68.23%-45.9pp | 34.38%-12.0pp |
| Employer contribution / active EE | $8,138 | $3,874+110.0% | $4,856+67.6% | $2,637+208.5% |
| Participant deferral / active EE | $7,514 | $7,782-3.4% | $7,758-3.1% | $4,528+65.9% |
| Admin fee / account holder | -$197 | $266-174.1% | $10,762-101.8% | $348-156.7% |