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 CORPORATION Service code 55 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Other Commissions | $41,576 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,514 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 3077 W. JEFFERSON ST. STE 105 · JOLIET, IL 60435 | Accounting | $18,856 |
HOWARD SIMON & ASSOCIATES, INC.3+ years Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $17,510 |
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 | $46,500 | $155,795-70.2% | $136,294-65.9% | $69,631-33.2% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 17.10% | 232464.33%-232447.2pp | 5155.94%-5138.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,405 | $2,991-53.0% | $4,695-70.1% | $2,032-30.9% |
| Participant deferral / active EE | $4,183 | $5,394-22.5% | $6,247-33.0% | $3,224+29.7% |
| Admin fee / account holder | $87 | $128-31.8% | $9,243-99.1% | $110-20.9% |