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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,693 |
BELR1 year Service code 27 · EIN 39-1908691 | Advisory (Plan) | $18,436 |
BRONFMAN E.L. ROTHSCHILD3 years Filed as: BRONFMAN E.L ROTHSCHILD Service code 27 · EIN 39-1908691 | Advisory (Plan) | $17,775 |
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 | $116,545 | $64,919+79.5% | $392,568-70.3% | $65,185+78.8% |
| Participation rate | 62.0% | 72.0%-10.0pp | 78.1%-16.0pp | 70.2%-8.2pp |
| Annual return | 23.81% | 26.09%-2.3pp | 24.42%-0.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,188 | $2,374+34.3% | $3,783-15.7% | $2,177+46.5% |
| Participant deferral / active EE | $6,922 | $3,668+88.7% | $5,985+15.6% | $3,514+97.0% |
| Admin fee / account holder | $349 | $634-44.9% | $6,260-94.4% | $847-58.7% |