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 9-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: ORION INVESTMENT ADVISORS, LLC Service code 16 1430 SPRING HILL RD STE 320 · MCLEAN, VA 22102 | Consulting | $26,528 |
METLIFE LIFE INSURANCE COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,683 |
Filed as: BRIGHTHOUSE SECURITIES, LLC Service code 64 1095 AVENUE OF THE AMERICAS · NEWY YORK, NY 10036 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,860 | $37,196-6.3% | $154,107-77.4% | $55,725-37.4% |
| Participation rate | 51.3% | 64.1%-12.8pp | 83.0%-31.8pp | 70.9%-19.6pp |
| Annual return | 6.75% | 1319.68%-1312.9pp | 735.12%-728.4pp | 244.93%-238.2pp |
| Employer contribution / active EE | $722 | $1,614-55.2% | $5,298-86.4% | $2,078-65.2% |
| Participant deferral / active EE | $1,187 | $2,068-42.6% | $5,081-76.6% | $3,356-64.6% |
| Admin fee / account holder | $133 | $102+31.0% | $13,411-99.0% | $115+15.6% |