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 MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $18,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,494 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,420 | $80,753-19.0% | $136,294-52.0% | $62,292+5.0% |
| Participation rate | 92.6% | 73.5%+19.1pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 24.15% | 35.83%-11.7pp | 5155.94%-5131.8pp | 28.90%-4.8pp |
| Employer contribution / active EE | $1,745 | $2,884-39.5% | $4,695-62.8% | $2,042-14.5% |
| Participant deferral / active EE | $6,074 | $5,164+17.6% | $6,247-2.8% | $3,169+91.7% |
| Admin fee / account holder | $114 | $525-78.3% | $9,243-98.8% | $479-76.2% |