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 9-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 |
|---|---|---|
Filed as: CORIENT PRIVATE WEALTH, LLC Service code 28 · EIN 88-0967642 | Investment Management | $26,424 |
US BANK6 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $9,347 |
ALPHACORE CAPITAL LLC3 years Service code 28 875 PROSPECT STREET · LA JOLLA, CA 92037 | Investment Management | $8,276 |
Service code 19 · EIN 82-3967259 | Securities Custodian | $2,051 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,098 | $40,385+9.2% | $80,569-45.3% | $74,419-40.7% |
| Participation rate | 90.4% | 47.4%+43.0pp | 67.0%+23.4pp | 70.7%+19.7pp |
| Annual return | 12.24% | 164.85%-152.6pp | 935.43%-923.2pp | 34.38%-22.1pp |
| Employer contribution / active EE | $4,000 | $1,496+167.3% | $2,723+46.9% | $2,637+51.7% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $232 | $720-67.7% | $5,377-95.7% | $348-33.2% |