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 MANAGEMENT4 years Filed as: ROTHSCHILD INV. CORP Service code 27 311 S WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $40,589 |
Filed as: EMPOWER ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,045 |
DUFEK & COMPANY LLC3 years Filed as: DUFEK & COMPANY, LLC Service code 10 200 S. EXECUTIVE DRIVE · BROOKFIELD, WI 53005 | Accounting | $8,500 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,447 |
CARNOW AND ASSOCIATES, LTD.4 years Service code 13 2201 WAUKEGAN RD · BANNOCKBURN, IL 60015 | Contract Administrator | $5,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,154 | $100,923-22.6% | $150,045-47.9% | $74,304+5.2% |
| Participation rate | 99.3% | 70.1%+29.3pp | 82.3%+17.0pp | 60.3%+39.0pp |
| Annual return | 19.07% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $3,452 | $3,463-0.3% | $4,693-26.4% | $2,241+54.0% |
| Participant deferral / active EE | $7,383 | $6,709+10.0% | $7,997-7.7% | $3,767+96.0% |
| Admin fee / account holder | $415 | $2,767-85.0% | $13,435-96.9% | $2,969-86.0% |