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 28 · EIN 23-2829742 | Investment Management | $27,795 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Consulting (general); Participant loa... | $17,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,079 | $80,753-38.0% | $136,294-63.3% | $62,292-19.6% |
| Participation rate | 82.0% | 73.5%+8.5pp | 81.9%+0.1pp | 69.5%+12.5pp |
| Annual return | 33.45% | 35.83%-2.4pp | 5155.94%-5122.5pp | 28.90%+4.6pp |
| Employer contribution / active EE | $1,645 | $2,884-43.0% | $4,695-65.0% | $2,042-19.5% |
| Participant deferral / active EE | $4,510 | $5,164-12.7% | $6,247-27.8% | $3,169+42.3% |
| Admin fee / account holder | $365 | $525-30.5% | $9,243-96.0% | $479-23.8% |