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 | $5,992 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,087 |
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 | $60,079 | $45,825+31.1% | $90,645-33.7% | $56,287+6.7% |
| Participation rate | 93.2% | 66.7%+26.5pp | 74.0%+19.2pp | 69.9%+23.4pp |
| Annual return | -4.12% | 38.64%-42.8pp | 1.88%-6.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $356 | $1,372-74.0% | $2,532-85.9% | $2,111-83.1% |
| Participant deferral / active EE | $2,866 | $2,562+11.8% | $3,425-16.3% | $3,350-14.4% |
| Admin fee / account holder | $64 | $413-84.5% | $4,994-98.7% | $521-87.7% |