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 9-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) | $48,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,695 | $106,028-18.2% | $146,958-41.0% | $77,643+11.7% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 18.46% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $1,859 | $4,063-54.2% | $4,933-62.3% | $2,726-31.8% |
| Participant deferral / active EE | $10,252 | $7,990+28.3% | $8,070+27.0% | $4,647+120.6% |
| Admin fee / account holder | $182 | $337-46.1% | $12,998-98.6% | $430-57.8% |