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 COMPANY4 years Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $46,393 |
MARINER LLC1 year Service code 28 · EIN 20-4553256 | Investment Management | $28,218 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,435 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,192 |
CHARLES SCHWAB & CO., INC.4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,640 | $84,487+115.0% | $125,339+44.9% | $66,914+171.5% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.5pp | 69.8%+22.1pp |
| Annual return | -14.62% | -8.39%-6.2pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $16,516 | $6,781+143.6% | $7,446+121.8% | $4,237+289.8% |
| Admin fee / account holder | $525 | $685-23.3% | $10,010-94.8% | $593-11.5% |