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 year Filed as: BRONFMAN E L ROTHSCHILD LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $23,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,067 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,732 |
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 | $68,163 | $58,083+17.4% | $80,019-14.8% | $56,287+21.1% |
| Participation rate | 64.6% | 73.6%-9.0pp | 75.8%-11.2pp | 69.9%-5.2pp |
| Annual return | -6.53% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $813 | $1,932-57.9% | $2,468-67.1% | $2,111-61.5% |
| Participant deferral / active EE | $2,605 | $3,135-16.9% | $3,686-29.3% | $3,350-22.2% |
| Admin fee / account holder | $347 | $623-44.3% | $6,521-94.7% | $521-33.5% |