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 |
|---|---|---|
BRIKNER CAPITAL, INC.1 year Service code 27 1055 WESTLAKES DRIVE, SUITE 250 · BERWYN, PA 19312 | Advisory (Plan) | $42,167 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 1801 MARKET ST · PHILADELPHIA, PA 19103 | Consulting (general); Participant loa... | $36,494 |
Filed as: SEIDMAN PRIVATE ADVISORS Service code 28 520 KIRKLAND WAY · K, WA 98003 | Investment Management | $21,084 |
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 | $71,038 | $42,548+67.0% | $74,550-4.7% | $56,287+26.2% |
| Participation rate | 68.8% | 60.5%+8.3pp | 69.1%-0.3pp | 69.9%-1.0pp |
| Annual return | -5.78% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,982 | $855+131.8% | $1,961+1.1% | $2,111-6.1% |
| Participant deferral / active EE | $3,284 | $2,277+44.2% | $3,108+5.7% | $3,350-1.9% |
| Admin fee / account holder | $728 | $467+55.9% | $5,060-85.6% | $521+39.8% |