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) | $14,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,050 | $40,174+19.6% | $84,015-42.8% | $67,579-28.9% |
| Participation rate | 21.4% | 62.7%-41.2pp | 69.0%-47.6pp | 71.3%-49.8pp |
| Annual return | 19.70% | 25.82%-6.1pp | 71.31%-51.6pp | 378.56%-358.9pp |
| Employer contribution / active EE | $220 | $808-72.7% | $1,983-88.9% | $2,148-89.7% |
| Participant deferral / active EE | $583 | $2,301-74.6% | $3,239-82.0% | $3,539-83.5% |
| Admin fee / account holder | $214 | $128+66.5% | $6,101-96.5% | $142+50.2% |