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 MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 36-2407363 | Other Fees | $8,750 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,937 |
HINSHAW & CULBERTSON2+ years Service code 99 | Other Fees | $6,342 |
HINSHAW & CULBERTSON2+ years Filed as: HINSHAW & CULBERTON Service code 99 · EIN 36-2128133 | Other Fees | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,178 | $80,177+98.5% | $123,892+28.5% | $57,658+176.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 8.73% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $9,109 | $2,913+212.7% | $4,617+97.3% | $1,974+361.5% |
| Participant deferral / active EE | $8,007 | $5,130+56.1% | $5,984+33.8% | $3,061+161.6% |
| Admin fee / account holder | $30 | $106-71.6% | $8,357-99.6% | $95-68.0% |