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: BRONFMAN ROTHSCHILD Service code 10 · EIN 39-1908691 | Accounting | $80,973 |
RBC WEALTH MANAGEMENT3 years Service code 26 717 N. MCCARTHY ROAD · APPLETON, WI 54913 | Advisory (Participants) | $19,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,568 | $89,652+178.4% | $141,162+76.8% | $65,185+282.9% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 19.86% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,759 | $3,065-10.0% | $4,735-41.7% | $2,177+26.7% |
| Participant deferral / active EE | $3,435 | $5,691-39.6% | $6,709-48.8% | $3,514-2.2% |
| Admin fee / account holder | $797 | $569+40.2% | $10,261-92.2% | $847-5.9% |