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 |
|---|---|---|
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 15 · EIN 36-2708660 | Recordkeeping | $24,904 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,599 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,455 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,938 | $87,870+12.6% | $113,168-12.6% | $74,304+33.2% |
| Participation rate | 93.5% | 70.7%+22.8pp | 76.6%+16.9pp | 60.3%+33.2pp |
| Annual return | 15.35% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $688 | $2,277-69.8% | $2,975-76.9% | $2,241-69.3% |
| Participant deferral / active EE | $4,235 | $4,241-0.1% | $5,107-17.1% | $3,767+12.4% |
| Admin fee / account holder | $240 | $3,368-92.9% | $12,068-98.0% | $2,969-91.9% |