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, STE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $19,151 |
Service code 27 520 KIRKLAND WAY · KIRKLAND, WA 98033 | Advisory (Plan) | $14,004 |
BRINKER CAPITAL2 years Filed as: BRINKER HOLDINGS Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $5,602 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,627 | $44,873-45.1% | $79,464-69.0% | $56,287-56.2% |
| Participation rate | 64.7% | 68.7%-4.0pp | 73.3%-8.6pp | 69.9%-5.1pp |
| Annual return | -7.85% | 0.81%-8.7pp | 718.14%-726.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $423 | $2,140-80.2% | $2,800-84.9% | $2,111-80.0% |
| Participant deferral / active EE | $1,789 | $2,746-34.8% | $3,704-51.7% | $3,350-46.6% |
| Admin fee / account holder | $380 | $418-9.2% | $5,113-92.6% | $521-27.1% |