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 CAPITAL2 years Filed as: BRINKER CAPITAL INC Service code 27 · EIN 23-2829742 | Advisory (Plan) | $30,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,319 |
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 | $32,764 | $50,385-35.0% | $75,670-56.7% | $62,292-47.4% |
| Participation rate | 78.6% | 67.7%+10.9pp | 72.3%+6.2pp | 69.5%+9.1pp |
| Annual return | 15.39% | 19.90%-4.5pp | 27.34%-12.0pp | 28.90%-13.5pp |
| Employer contribution / active EE | $796 | $1,537-48.2% | $2,352-66.2% | $2,042-61.0% |
| Participant deferral / active EE | $1,739 | $2,445-28.9% | $3,142-44.7% | $3,169-45.1% |
| Admin fee / account holder | $169 | $384-55.9% | $5,800-97.1% | $479-64.7% |