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 |
|---|---|---|
BRINKER CAPITAL3+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKES DRIVE SUITE 250 · BERWYN, PA 19312 | Investment Management | $20,793 |
Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $13,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,238 | $57,976-72.0% | $62,995-74.2% | $62,292-73.9% |
| Participation rate | 48.0% | 75.9%-27.9pp | 74.8%-26.8pp | 69.5%-21.5pp |
| Annual return | 12.90% | 17.54%-4.6pp | 87.57%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $776 | $2,956-73.7% | $3,329-76.7% | $3,169-75.5% |
| Admin fee / account holder | $184 | $276-33.2% | $3,600-94.9% | $479-61.6% |