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 CAPITAL1+ years Filed as: BRINKER CAPITAL, INC Service code 27 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $18,385 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,070 |
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 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 | $34,396 | $39,245-12.4% | $64,105-46.3% | $52,331-34.3% |
| Participation rate | 44.7% | 58.2%-13.5pp | 68.2%-23.5pp | 68.1%-23.4pp |
| Annual return | -0.99% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,536 | $1,992-22.9% | $2,822-45.6% | $3,022-49.2% |
| Admin fee / account holder | $309 | $592-47.8% | $4,499-93.1% | $592-47.7% |