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 27 311 SOUTH WACKER DRIVE, #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $24,594 |
HOWARD SIMON & ASSOCIATES, INC.8+ years Service code 13 P.O. BOX 2549 · NORTHBROOK, IL 60065 | Contract Administrator | $17,827 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,747 | $82,664-36.2% | $125,339-57.9% | $68,494-23.0% |
| Participation rate | 88.5% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -12.63% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,019 | $3,381-69.9% | $4,814-78.8% | $2,596-60.7% |
| Participant deferral / active EE | $3,681 | $6,110-39.8% | $7,446-50.6% | $4,027-8.6% |
| Admin fee / account holder | $262 | $6,275-95.8% | $10,010-97.4% | $5,403-95.1% |