See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PANORAMA WEALTH STRATEGIES1 year Service code 27 20 B HAMPTON RD · EXETER, NH 03833 | Advisory (Plan) | $22,155 |
Service code 12 · EIN 46-4091337 | Recordkeeping and information managem... | $21,256 |
BRINKER CAPITAL3+ years Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $13,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,737 | $42,548+14.5% | $74,550-34.6% | $56,287-13.4% |
| Participation rate | 77.7% | 60.5%+17.2pp | 69.1%+8.5pp | 69.9%+7.8pp |
| Annual return | -7.14% | 12.40%-19.5pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,813 | $855+112.0% | $1,961-7.5% | $2,111-14.1% |
| Participant deferral / active EE | $3,240 | $2,277+42.3% | $3,108+4.2% | $3,350-3.3% |
| Admin fee / account holder | $515 | $467+10.3% | $5,060-89.8% | $521-1.1% |