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 | $19,731 |
Service code 27 520 KIRKLAND WAY · KIRKLAND, WA 98033 | Advisory (Plan) | $13,774 |
BRINKER CAPITAL3 years Filed as: BRINKER HOLDINGS Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $5,509 |
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).
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 | $28,966 | $51,620-43.9% | $90,281-67.9% | $65,185-55.6% |
| Participation rate | 70.5% | 68.6%+1.9pp | 73.3%-2.7pp | 70.2%+0.3pp |
| Annual return | 20.48% | 24.94%-4.5pp | 78.10%-57.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $535 | $2,235-76.1% | $2,854-81.3% | $2,177-75.4% |
| Participant deferral / active EE | $2,320 | $2,871-19.2% | $3,885-40.3% | $3,514-34.0% |
| Admin fee / account holder | $348 | $384-9.4% | $5,351-93.5% | $847-58.9% |