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 CAPITAL1 year Filed as: BRINKER CAPITAL INC Service code 27 · EIN 23-2829742 | Advisory (Plan) | $27,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,203 | $46,072-30.1% | $70,014-54.0% | $55,167-41.6% |
| Participation rate | 80.7% | 67.5%+13.3pp | 71.8%+8.9pp | 69.0%+11.7pp |
| Annual return | 8.52% | 8.68%-0.2pp | 12.99%-4.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $466 | $1,500-68.9% | $2,338-80.1% | $1,963-76.3% |
| Participant deferral / active EE | $1,800 | $2,344-23.2% | $2,931-38.6% | $3,054-41.1% |
| Admin fee / account holder | $165 | $428-61.5% | $4,380-96.2% | $504-67.3% |