Filed January 4, 2018 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADV LLC Service code 26 · EIN 93-1249395 | Advisory (Participants) | $64,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,172 | $86,897-23.9% | $151,611-56.4% | $64,808+2.1% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.5%+10.4pp | 71.5%+26.4pp |
| Annual return | -15.73% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,606 | $4,010+14.9% | $6,166-25.3% | $2,506+83.8% |
| Participant deferral / active EE | $4,560 | $6,690-31.8% | $8,363-45.5% | $4,310+5.8% |
| Admin fee / account holder | $254 | $153+65.8% | $11,616-97.8% | $188+35.0% |