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 |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER HOLDINGS Service code 13 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Contract Administrator | $22,366 |
Service code 13 1801 MARKET STREET, STE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $8,180 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,579 | $50,637-21.8% | $86,590-54.3% | $62,292-36.5% |
| Participation rate | 51.8% | 67.9%-16.1pp | 73.5%-21.7pp | 69.5%-17.7pp |
| Annual return | 14.75% | 20.80%-6.1pp | 964.84%-950.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $396 | $2,075-80.9% | $2,839-86.1% | $2,042-80.6% |
| Participant deferral / active EE | $1,762 | $2,611-32.5% | $3,609-51.2% | $3,169-44.4% |
| Admin fee / account holder | $432 | $413+4.6% | $4,906-91.2% | $479-9.8% |