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 · EIN 23-2829742 | Advisory (Plan) | $70,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,409 |
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 | $102,807 | $89,652+14.7% | $141,162-27.2% | $65,185+57.7% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 22.29% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,529 | $3,065-17.5% | $4,735-46.6% | $2,177+16.2% |
| Participant deferral / active EE | $6,840 | $5,691+20.2% | $6,709+2.0% | $3,514+94.7% |
| Admin fee / account holder | $477 | $569-16.1% | $10,261-95.3% | $847-43.7% |