See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $15,478 |
BROADVIEW1+ years Filed as: BROADVIEW FINANCIAL GROUP Service code 33 5346 STADIUM TRACE PKWY · BIRMINGHAM, AL 35244 | Securities brokerage | $15,478 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $12,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,517 | $50,464+35.8% | $75,781-9.6% | $52,331+30.9% |
| Participation rate | 59.7% | 66.8%-7.0pp | 75.8%-16.1pp | 68.1%-8.4pp |
| Annual return | -0.17% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,589 | $1,988-20.1% | $3,323-52.2% | $1,882-15.6% |
| Participant deferral / active EE | $3,482 | $2,570+35.5% | $3,651-4.6% | $3,022+15.2% |
| Admin fee / account holder | $445 | $1,103-59.7% | $5,299-91.6% | $592-24.9% |