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 6-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 CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $7,565 |
Service code 15 · EIN 13-3180178 1245 WEST CAUSEWAY APPROACH · MANDEVILLE, LA 704713041 | Recordkeeping | $3,000 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1237041 880 CARILLION PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $1,772 |
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $264 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,745 | $59,402-81.9% | $93,654-88.5% | $74,546-85.6% |
| Participation rate | 77.3% | 59.7%+17.7pp | 68.7%+8.6pp | 67.2%+10.1pp |
| Annual return | 7.17% | 81.86%-74.7pp | 133.34%-126.2pp | 1366.03%-1358.9pp |
| Employer contribution / active EE | $392 | $1,265-69.0% | $2,421-83.8% | $2,624-85.1% |
| Participant deferral / active EE | $1,127 | $3,049-63.0% | $4,413-74.5% | $4,347-74.1% |
| Admin fee / account holder | $192 | $3,023-93.7% | $8,282-97.7% | $1,944-90.1% |