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 year Service code 26 · EIN 22-2799756 | Advisory (Participants) | $54,046 |
Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping and ... | $25,280 |
Filed as: RETIREMENT ADVANTAGE Service code 17 · EIN 39-1816008 | Pension Consulting | $6,240 |
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 | $73,651 | $63,114+16.7% | $92,893-20.7% | $65,185+13.0% |
| Participation rate | 93.7% | 68.8%+24.9pp | 76.0%+17.7pp | 70.2%+23.5pp |
| Annual return | 20.60% | 28.75%-8.2pp | 109.41%-88.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,641 | $2,571-36.2% | $3,653-55.1% | $2,177-24.6% |
| Participant deferral / active EE | $5,045 | $3,108+62.3% | $4,236+19.1% | $3,514+43.6% |
| Admin fee / account holder | $487 | $624-21.9% | $5,794-91.6% | $847-42.5% |