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 LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $41,269 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,866 |
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 | $53,354 | $69,159-22.9% | $125,175-57.4% | $67,579-21.0% |
| Participation rate | 91.6% | 78.2%+13.4pp | 79.8%+11.8pp | 71.3%+20.3pp |
| Annual return | 25.60% | 27.12%-1.5pp | 43.79%-18.2pp | 378.56%-353.0pp |
| Employer contribution / active EE | $739 | $2,023-63.5% | $3,865-80.9% | $2,148-65.6% |
| Participant deferral / active EE | $4,322 | $3,700+16.8% | $4,937-12.4% | $3,539+22.1% |
| Admin fee / account holder | $103 | $142-27.5% | $9,702-98.9% | $142-27.7% |