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 MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENT CORP. Service code 27 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $23,196 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,072 |
HOWARD SIMON & ASSOCIATES, INC.4+ years Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $13,934 |
Filed as: WASHINGTON PITTMAN & MCKEEVER, LLC Service code 10 819 S WABASH STE 600 · CHICAGO, IL 60605 | Accounting | $7,500 |
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 | $52,056 | $73,102-28.8% | $123,544-57.9% | $56,287-7.5% |
| Participation rate | 93.5% | 74.3%+19.1pp | 82.3%+11.2pp | 69.9%+23.6pp |
| Annual return | -3.78% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $829 | $2,977-72.1% | $4,628-82.1% | $2,111-60.7% |
| Participant deferral / active EE | $2,561 | $5,423-52.8% | $6,426-60.1% | $3,350-23.5% |
| Admin fee / account holder | $239 | $554-56.9% | $9,284-97.4% | $521-54.2% |