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 |
|---|---|---|
BRINKER CAPITAL7+ years Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $35,888 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $31,658 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,387 | $49,451+30.2% | $79,550-19.1% | $66,914-3.8% |
| Participation rate | 56.7% | 61.3%-4.7pp | 69.5%-12.8pp | 69.8%-13.1pp |
| Annual return | -17.57% | 84.25%-101.8pp | 0.16%-17.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,686 | $1,266+33.2% | $2,413-30.1% | $2,544-33.7% |
| Participant deferral / active EE | $3,529 | $3,159+11.7% | $3,985-11.5% | $4,237-16.7% |
| Admin fee / account holder | $587 | $595-1.2% | $6,832-91.4% | $593-1.0% |