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. ROTHSCHILD3+ years Service code 27 · EIN 39-1908691 | Advisory (Plan) | $45,322 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,982 |
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 | $66,965 | $60,545+10.6% | $92,233-27.4% | $69,631-3.8% |
| Participation rate | 96.5% | 72.2%+24.4pp | 76.5%+20.0pp | 70.7%+25.8pp |
| Annual return | 16.75% | 19.71%-3.0pp | 176.28%-159.5pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $2,435 | $2,633-7.5% | $3,679-33.8% | $2,032+19.8% |
| Participant deferral / active EE | $6,062 | $2,828+114.4% | $3,897+55.6% | $3,224+88.0% |
| Admin fee / account holder | $217 | $145+49.7% | $5,194-95.8% | $110+96.2% |