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 |
|---|---|---|
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $14,528 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT INVESTMENT GROUP LLC Service code 28 · EIN 27-2263282 | Investment Management | $7,619 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 59 | Shareholder Servicing | $0 |
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 | $228,181 | $89,652+154.5% | $141,162+61.6% | $65,185+250.1% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.5%+13.8pp | 70.2%+26.0pp |
| Annual return | 27.94% | 32.79%-4.9pp | 71.39%-43.5pp | 29.38%-1.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,892 | $5,691+144.1% | $6,709+107.1% | $3,514+295.4% |
| Admin fee / account holder | $328 | $569-42.4% | $10,261-96.8% | $847-61.3% |