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 CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 26 · EIN 23-2829742 | Advisory (Participants) | $39,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,374 |
ISC ADVISORS INC2 years Filed as: ISC FINANCIAL ADVISORS Service code 27 · EIN 45-0834412 | Advisory (Plan) | $15,391 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $6,201 |
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 | $113,650 | $91,407+24.3% | $135,903-16.4% | $71,457+59.0% |
| Participation rate | 85.3% | 75.7%+9.7pp | 81.9%+3.4pp | 67.9%+17.4pp |
| Annual return | 17.76% | 29.90%-12.1pp | 68.23%-50.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,522 | $3,703-4.9% | $4,856-27.5% | $2,588+36.1% |
| Participant deferral / active EE | $7,580 | $7,092+6.9% | $7,758-2.3% | $4,289+76.7% |
| Admin fee / account holder | $358 | $1,266-71.7% | $10,762-96.7% | $1,587-77.4% |