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 HOLDINGS, INC Service code 28 1055 WEST LAKES DRIVE · BERWYN, PA 19312 | Investment Management | $7,085 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $3,376 |
Annual investment return 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 | $5,549 | $70,002-92.1% | $115,037-95.2% | $52,331-89.4% |
| Participation rate | 81.3% | 72.1%+9.2pp | 81.4%-0.1pp | 68.1%+13.2pp |
| Annual return | -3.90% | 4.04%-7.9pp | 26.14%-30.0pp | 4.54%-8.4pp |
| Employer contribution / active EE | $627 | $2,715-76.9% | $4,608-86.4% | $1,882-66.7% |
| Participant deferral / active EE | $3,573 | $4,920-27.4% | $6,026-40.7% | $3,022+18.2% |
| Admin fee / account holder | $98 | $566-82.8% | $8,175-98.8% | $592-83.5% |