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 |
|---|---|---|
Filed as: BRONFMAN ROTHSCHILD LP Service code 10 · EIN 39-1908691 | Accounting | $25,068 |
CAPITAL FIDUCIARY ADVISORS LLC3+ years Filed as: CAPITAL FIDUCIARY ADVISORS Service code 10 · EIN 20-5306143 | Accounting | $18,122 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,236 | $63,299+12.5% | $91,001-21.7% | $62,292+14.4% |
| Participation rate | 54.9% | 73.3%-18.4pp | 75.6%-20.7pp | 69.5%-14.6pp |
| Annual return | 20.03% | 20.99%-1.0pp | 4.60%+15.4pp | 28.90%-8.9pp |
| Employer contribution / active EE | $679 | $1,807-62.4% | $2,456-72.3% | $2,042-66.8% |
| Participant deferral / active EE | $1,939 | $2,943-34.1% | $3,547-45.4% | $3,169-38.8% |
| Admin fee / account holder | $456 | $468-2.5% | $5,417-91.6% | $479-4.9% |