See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Filed as: ERISA, INC. Service code 49 | Other Services | $48,442 |
ROTHSCHILD ASSET MANAGEMENT9+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 | Other Fees | $31,785 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,955 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MMGT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,955 |
MMA SECURITIES LLC2 years Filed as: MMA Service code 10 | Accounting | $18,000 |
ERISA SERVICES, INC.3 years Filed as: ERISA INC Service code 49 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077 | Other Services | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,426 | $107,459+91.2% | $135,903+51.2% | $80,160+156.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 19.89% | 91.91%-72.0pp | 68.23%-48.3pp | 40.38%-20.5pp |
| Employer contribution / active EE | $10,315 | $3,877+166.1% | $4,856+112.4% | $2,978+246.4% |
| Participant deferral / active EE | $9,578 | $8,195+16.9% | $7,758+23.5% | $5,017+90.9% |
| Admin fee / account holder | $265 | $127+108.9% | $10,762-97.5% | $145+82.9% |