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: BRONFMAN ROTHSCHILD Service code 10 · EIN 39-1908691 | Accounting | $80,717 |
RBC WEALTH MANAGEMENT2 years Service code 26 717 N. MCCARTHY ROAD · APPLETON, WI 54913 | Advisory (Participants) | $20,630 |
ERICKSON & ASSOCIATES1 year Service code 10 · EIN 39-1520996 | Accounting | $7,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,047 | $73,102+205.1% | $123,544+80.5% | $56,287+296.3% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.3pp |
| Annual return | -6.77% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $14,160 | $2,977+375.7% | $4,628+206.0% | $2,111+570.8% |
| Participant deferral / active EE | $3,781 | $5,423-30.3% | $6,426-41.2% | $3,350+12.9% |
| Admin fee / account holder | $916 | $554+65.5% | $9,284-90.1% | $521+75.9% |