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 Service code 27 · EIN 39-1908691 | Advisory (Plan) | $40,796 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,820 |
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 | $55,916 | $57,921-3.5% | $84,750-34.0% | $57,658-3.0% |
| Participation rate | 93.7% | 72.9%+20.8pp | 76.6%+17.1pp | 70.2%+23.5pp |
| Annual return | 9.98% | 10.24%-0.3pp | 22.78%-12.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $2,424 | $2,598-6.7% | $3,574-32.2% | $1,974+22.8% |
| Participant deferral / active EE | $5,651 | $2,742+106.1% | $3,712+52.3% | $3,061+84.6% |
| Admin fee / account holder | $202 | $130+55.7% | $5,332-96.2% | $95+113.6% |