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, INC. Service code 28 · EIN 23-2829742 | Investment Management | $32,230 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $22,328 |
Filed as: FERGUSON PRIVATE WEALTH MANAGEMENT Service code 27 44084 RIVERSIDE PARKWAY · LANSDOWNE, VA 20176 | Advisory (Plan) | $18,417 |
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 | $59,551 | $80,753-26.3% | $136,294-56.3% | $62,292-4.4% |
| Participation rate | 76.1% | 73.5%+2.5pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 15.85% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,439 | $2,884-15.4% | $4,695-48.1% | $2,042+19.4% |
| Participant deferral / active EE | $4,986 | $5,164-3.4% | $6,247-20.2% | $3,169+57.3% |
| Admin fee / account holder | $480 | $525-8.6% | $9,243-94.8% | $479+0.1% |