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 Filed as: BRINKER CAPITAL INC Service code 27 · EIN 23-2829742 | Advisory (Plan) | $51,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,361 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $16,572 |
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 | $84,404 | $73,102+15.5% | $123,544-31.7% | $56,287+50.0% |
| Participation rate | 93.4% | 74.3%+19.1pp | 82.3%+11.1pp | 69.9%+23.6pp |
| Annual return | -4.87% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,213 | $2,977-25.7% | $4,628-52.2% | $2,111+4.8% |
| Participant deferral / active EE | $5,634 | $5,423+3.9% | $6,426-12.3% | $3,350+68.2% |
| Admin fee / account holder | $476 | $554-14.1% | $9,284-94.9% | $521-8.7% |