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. ROTHSCHILD1+ years Service code 27 · EIN 39-1908691 | Advisory (Plan) | $38,454 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,203 |
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 | $53,548 | $50,498+6.0% | $75,781-29.3% | $55,191-3.0% |
| Participation rate | 94.1% | 69.4%+24.7pp | 75.8%+18.3pp | 69.2%+25.0pp |
| Annual return | 0.56% | 1.80%-1.2pp | 9.68%-9.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $2,193 | $2,291-4.3% | $3,323-34.0% | $1,899+15.5% |
| Participant deferral / active EE | $4,882 | $2,589+88.6% | $3,651+33.7% | $3,046+60.2% |
| Admin fee / account holder | $196 | $123+59.5% | $5,299-96.3% | $91+116.2% |