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 MANAGEMENT8+ years Filed as: ROTHSCHILD CONSULTING GROUP Service code 28 · EIN 36-2708660 | Investment Management | $50,682 |
CORRELL CO.8+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $15,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,707 | $84,784-33.1% | $98,439-42.4% | $74,419-23.8% |
| Participation rate | 90.7% | 81.5%+9.1pp | 75.2%+15.5pp | 70.7%+19.9pp |
| Annual return | 18.30% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,470 | $3,364-56.3% | $3,048-51.8% | $2,637-44.3% |
| Participant deferral / active EE | $3,177 | $5,218-39.1% | $4,738-32.9% | $4,528-29.8% |
| Admin fee / account holder | $202 | $204-1.4% | $8,948-97.7% | $348-42.0% |