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 Filed as: BRONFMAN E.L. ROTHSCHILD, LP Service code 27 TEN TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $30,813 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $23,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,461 | $52,884+33.2% | $84,750-16.9% | $55,167+27.7% |
| Participation rate | 87.5% | 67.5%+20.0pp | 76.6%+10.9pp | 69.0%+18.5pp |
| Annual return | 8.85% | 18.03%-9.2pp | 22.78%-13.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $5,419 | $2,233+142.6% | $3,574+51.6% | $1,963+176.1% |
| Participant deferral / active EE | $1,873 | $2,644-29.2% | $3,712-49.5% | $3,054-38.7% |
| Admin fee / account holder | $405 | $581-30.2% | $5,332-92.4% | $504-19.6% |