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 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $143,216 |
BRONFMAN E.L. ROTHSCHILD4+ years Service code 16 · EIN 39-1908691 | Consulting | $75,341 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,546 | $35,485+8.6% | $74,550-48.3% | $55,725-30.8% |
| Participation rate | 82.7% | 62.5%+20.2pp | 69.1%+13.6pp | 70.9%+11.9pp |
| Annual return | -0.71% | 0.72%-1.4pp | 32.53%-33.2pp | 244.93%-245.6pp |
| Employer contribution / active EE | $1,130 | $777+45.3% | $1,961-42.4% | $2,078-45.6% |
| Participant deferral / active EE | $3,355 | $2,181+53.9% | $3,108+8.0% | $3,3560% |
| Admin fee / account holder | $240 | $114+110.1% | $5,060-95.3% | $115+108.5% |