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: ORION INVESTMENT ADVISORS, LLC Service code 27 · EIN 26-4041826 | Advisory (Plan) | $68,548 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,891 |
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 | $113,724 | $43,999+158.5% | $79,464+43.1% | $55,725+104.1% |
| Participation rate | 99.7% | 66.9%+32.7pp | 73.3%+26.3pp | 70.9%+28.8pp |
| Annual return | -6.16% | 1.81%-8.0pp | 718.14%-724.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,776 | $1,830+106.4% | $2,800+34.8% | $2,078+81.7% |
| Participant deferral / active EE | $8,375 | $2,538+230.0% | $3,704+126.1% | $3,356+149.6% |
| Admin fee / account holder | $192 | $118+63.6% | $5,113-96.2% | $115+67.0% |