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 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $78,311 |
BRINKER CAPITAL2+ years Filed as: ORION INVESTMENT ADVISORS, LLC Service code 16 · EIN 26-4041826 | Consulting | $33,357 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,328 | $68,408+8.7% | $57,179+30.0% | $57,658+28.9% |
| Participation rate | 51.1% | 79.1%-28.0pp | 75.3%-24.2pp | 70.2%-19.1pp |
| Annual return | 6.39% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,593 | $2,869-9.6% | $2,682-3.3% | $1,974+31.4% |
| Participant deferral / active EE | $4,091 | $2,903+40.9% | $3,096+32.1% | $3,061+33.7% |
| Admin fee / account holder | $188 | $70+170.3% | $3,139-94.0% | $95+99.2% |