See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY3 years Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $48,787 |
SAVANT CAPITAL MANAGEMENT4 years Filed as: SAVANT INVESTMENT GROUP LLC Service code 28 · EIN 27-2263282 | Investment Management | $30,395 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,693 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $786 |
CHARLES SCHWAB & CO., INC.3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,809 | $104,475+121.9% | $159,436+45.4% | $79,386+192.0% |
| Participation rate | 95.2% | 76.6%+18.6pp | 82.8%+12.4pp | 70.7%+24.5pp |
| Annual return | 12.71% | 67.95%-55.2pp | 263.57%-250.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $15,513 | $6,467+139.9% | $7,352+111.0% | $4,046+283.5% |
| Admin fee / account holder | $597 | $711-16.0% | $10,799-94.5% | $626-4.6% |