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 CAPITAL2+ years Filed as: BRINKER CAPITAL, INC Service code 27 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $18,126 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,384 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,734 | $42,546-4.3% | $71,796-43.3% | $55,167-26.2% |
| Participation rate | 41.0% | 59.1%-18.1pp | 69.1%-28.1pp | 69.0%-28.0pp |
| Annual return | 5.47% | 12.36%-6.9pp | 78.04%-72.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,829 | $2,064-11.4% | $2,794-34.5% | $3,054-40.1% |
| Admin fee / account holder | $345 | $650-46.9% | $4,815-92.8% | $504-31.6% |