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 INVESTMENTS LLC Service code 27 · EIN 23-2829742 | Advisory (Plan) | $80,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,003 |
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 | $120,779 | $99,957+20.8% | $149,696-19.3% | $73,488+64.4% |
| Participation rate | 93.9% | 75.7%+18.2pp | 82.5%+11.4pp | 70.7%+23.2pp |
| Annual return | 17.61% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $3,290 | $3,191+3.1% | $4,644-29.2% | $2,270+44.9% |
| Participant deferral / active EE | $7,394 | $6,073+21.8% | $6,842+8.1% | $3,740+97.7% |
| Admin fee / account holder | $564 | $551+2.4% | $9,309-93.9% | $513+9.9% |