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 MANAGEMENT9+ years Filed as: ROTHSCHILD CONSULTING GROUP Service code 28 · EIN 36-2708660 | Investment Management | $47,621 |
CORRELL CO.9+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $17,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,546 | $92,055-39.7% | $106,213-47.7% | $77,643-28.5% |
| Participation rate | 93.8% | 81.0%+12.8pp | 75.3%+18.5pp | 70.6%+23.2pp |
| Annual return | 13.41% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,434 | $3,367-57.4% | $3,171-54.8% | $2,726-47.4% |
| Participant deferral / active EE | $3,100 | $5,386-42.4% | $5,016-38.2% | $4,647-33.3% |
| Admin fee / account holder | $179 | $219-18.1% | $11,033-98.4% | $430-58.3% |