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 |
|---|---|---|
ALPHACORE CAPITAL LLC4 years Service code 28 875 PROSPECT STREET · LA JOLLA, CA 92037 | Investment Management | $37,828 |
CORIENT PRIVATE WEALTH LLC2 years Filed as: CORIENT PRIVATE WEALTH, LLC Service code 28 · EIN 88-0967642 | Investment Management | $32,698 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 82-3967259 | Securities Custodian | $9,644 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 28 · EIN 26-3502254 | Investment Management | $7,027 |
US BANK7 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,530 | $44,960-1.0% | $84,966-47.6% | $74,495-40.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 6.06% | 26.24%-20.2pp | 66.38%-60.3pp | 1364.94%-1358.9pp |
| Employer contribution / active EE | $5,061 | $1,457+247.3% | $2,727+85.6% | $2,623+92.9% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $306 | $2,209-86.1% | $6,149-95.0% | $1,942-84.2% |