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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1 year Filed as: BRONFMAN E.L ROTHSCHILD Service code 16 · EIN 39-1908691 | Consulting | $27,920 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,336 |
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 | $115,084 | $64,954+77.2% | $115,752-0.6% | $62,292+84.7% |
| Participation rate | 73.3% | 73.0%+0.3pp | 77.8%-4.5pp | 69.5%+3.8pp |
| Annual return | 19.87% | 24.87%-5.0pp | 19.41%+0.5pp | 28.90%-9.0pp |
| Employer contribution / active EE | $4,032 | $2,344+72.1% | $3,492+15.5% | $2,042+97.5% |
| Participant deferral / active EE | $8,340 | $3,665+127.5% | $5,204+60.3% | $3,169+163.2% |
| Admin fee / account holder | $286 | $414-30.7% | $6,278-95.4% | $479-40.2% |