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 CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 27 · EIN 23-2829742 | Advisory (Plan) | $56,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,678 |
ISC ADVISORS INC1 year Filed as: ISC FINANCIAL ADVISORS Service code 26 · EIN 45-0834412 | Advisory (Participants) | $10,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,705 | $84,487+21.6% | $125,339-18.1% | $66,914+53.5% |
| Participation rate | 92.0% | 76.4%+15.6pp | 82.4%+9.7pp | 69.8%+22.2pp |
| Annual return | -17.67% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,496 | $3,553-1.6% | $4,814-27.4% | $2,544+37.4% |
| Participant deferral / active EE | $8,296 | $6,781+22.3% | $7,446+11.4% | $4,237+95.8% |
| Admin fee / account holder | $405 | $685-40.8% | $10,010-95.9% | $593-31.7% |