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 MANAGEMENT7 years Filed as: ROTHSCHILD INVESTMENT CORP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $18,199 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,718 | $64,480+135.3% | $81,382+86.4% | $80,856+87.6% |
| Participation rate | 75.5% | 63.9%+11.6pp | 69.5%+6.0pp | 67.6%+7.8pp |
| Annual return | 21.48% | 16.34%+5.1pp | 24.73%-3.3pp | 35.59%-14.1pp |
| Employer contribution / active EE | $14,841 | $1,978+650.1% | $2,463+502.6% | $2,755+438.7% |
| Participant deferral / active EE | $16,243 | $3,094+425.1% | $3,883+318.3% | $4,296+278.1% |
| Admin fee / account holder | $150 | $5,671-97.4% | $5,768-97.4% | $6,918-97.8% |