See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD CONSULTING GROUP Service code 28 · EIN 36-2708660 | Investment Management | $37,176 |
CORRELL CO.5+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $13,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,040 | $85,135-41.2% | $98,907-49.4% | $73,409-31.8% |
| Participation rate | 90.0% | 81.1%+8.8pp | 76.0%+13.9pp | 72.2%+17.8pp |
| Annual return | 18.41% | 19.14%-0.7pp | 196.43%-178.0pp | 59.29%-40.9pp |
| Employer contribution / active EE | $1,380 | $2,721-49.3% | $2,689-48.7% | $2,234-38.2% |
| Participant deferral / active EE | $2,307 | $4,349-47.0% | $4,244-45.6% | $3,805-39.4% |
| Admin fee / account holder | $155 | $139+11.4% | $6,642-97.7% | $158-1.8% |