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 |
|---|---|---|
EVERHART ADVISORS8 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $40,755 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,979 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | 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 | $185,709 | $79,184+134.5% | $102,438+81.3% | $74,546+149.1% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 18.55% | 54.95%-36.4pp | 29.37%-10.8pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $2,683 | $2,362+13.6% | $3,024-11.3% | $2,624+2.2% |
| Participant deferral / active EE | $14,049 | $4,414+218.3% | $5,054+178.0% | $4,347+223.2% |
| Admin fee / account holder | $374 | $2,001-81.3% | $9,448-96.0% | $1,944-80.7% |