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 COMPANY2 years Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $45,114 |
SAVANT CAPITAL MANAGEMENT3 years Filed as: SAVANT INVESTMENT GROUP LLC Service code 28 · EIN 27-2263282 | Investment Management | $30,633 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,807 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,489 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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.
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 | $232,503 | $99,957+132.6% | $149,696+55.3% | $73,488+216.4% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 5.78% | 53.87%-48.1pp | 276.60%-270.8pp | 28.51%-22.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $15,471 | $6,073+154.8% | $6,842+126.1% | $3,740+313.7% |
| Admin fee / account holder | $629 | $551+14.3% | $9,309-93.2% | $513+22.7% |