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 MANAGEMENT3+ years Filed as: ROTHSCHILD INVESTMENT CORP. Service code 27 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $21,136 |
HOWARD SIMON & ASSOCIATES, INC.3+ years Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $15,994 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,984 |
Filed as: WASHINGTON PITTMAN & MCKEEVER, LLC Service code 10 819 S WABASH STE 600 · CHICAGO, IL 60605 | Accounting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,283 | $80,753-40.2% | $136,294-64.6% | $62,292-22.5% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 11.46% | 35.83%-24.4pp | 5155.94%-5144.5pp | 28.90%-17.4pp |
| Employer contribution / active EE | $806 | $2,884-72.0% | $4,695-82.8% | $2,042-60.5% |
| Participant deferral / active EE | $2,438 | $5,164-52.8% | $6,247-61.0% | $3,169-23.1% |
| Admin fee / account holder | $219 | $525-58.3% | $9,243-97.6% | $479-54.3% |