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. ROTHSCHILD2 years Filed as: BRONFMAN E.L ROTHSCHILD Service code 16 · EIN 39-1908691 | Consulting | $36,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,856 | $57,384+68.8% | $106,387-9.0% | $56,287+72.1% |
| Participation rate | 64.5% | 71.3%-6.9pp | 77.5%-13.0pp | 69.9%-5.4pp |
| Annual return | -5.06% | 5.91%-11.0pp | 0.25%-5.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,082 | $2,348+31.3% | $3,520-12.4% | $2,111+46.0% |
| Participant deferral / active EE | $6,712 | $3,799+76.7% | $5,421+23.8% | $3,350+100.4% |
| Admin fee / account holder | $380 | $566-32.9% | $7,510-94.9% | $521-27.0% |