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. ROTHSCHILD4+ years Service code 27 · EIN 39-1908691 | Advisory (Plan) | $22,865 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,416 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
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 | $68,377 | $145,904-53.1% | $83,848-18.5% | - |
| Participation rate | 97.6% | 64.1%+33.5pp | 76.1%+21.4pp | - |
| Annual return | -2.64% | -3.19%+0.5pp | 850.88%-853.5pp | - |
| Employer contribution / active EE | $2,628 | $1,734+51.5% | $3,631-27.6% | - |
| Participant deferral / active EE | $6,961 | $2,760+152.3% | $4,082+70.6% | - |
| Admin fee / account holder | $159 | $8,727-98.2% | $5,478-97.1% | - |