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 |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $26,560 |
BRINKER CAPITAL2 years Service code 28 · EIN 23-2829742 | Investment Management | $12,791 |
BKD, LLP1 year Filed as: LAPORTE, APAC Service code 10 · EIN 72-1018864 | Accounting | $12,500 |
Service code 16 13343 W MAIN ST · LAROSE, LA 70373 | Consulting | $9,364 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,190 | $47,922-45.3% | $75,886-65.5% | $65,185-59.8% |
| Participation rate | 91.9% | 63.0%+28.9pp | 69.3%+22.6pp | 70.2%+21.7pp |
| Annual return | 17.11% | 24.12%-7.0pp | 30.76%-13.6pp | 29.38%-12.3pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,156 | $2,550+23.8% | $3,603-12.4% | $3,514-10.2% |
| Admin fee / account holder | $329 | $532-38.1% | $5,418-93.9% | $847-61.1% |