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: BRONFMAN ROTHSCHILD Service code 10 · EIN 39-1908691 | Accounting | $5,073 |
STIFEL NICOLAUS & CO INC3+ years Service code 26 · EIN 43-0538770 | Advisory (Participants) | $0 |
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 | $70,823 | $47,448+49.3% | $94,993-25.4% | $62,292+13.7% |
| Participation rate | 90.9% | 66.5%+24.4pp | 73.9%+17.0pp | 69.5%+21.4pp |
| Annual return | 17.74% | 22.64%-4.9pp | 27.12%-9.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $723 | $1,300-44.4% | $2,603-72.2% | $2,042-64.6% |
| Participant deferral / active EE | $2,729 | $2,375+14.9% | $3,317-17.7% | $3,169-13.9% |
| Admin fee / account holder | $53 | $434-87.8% | $4,960-98.9% | $479-89.0% |