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 |
|---|---|---|
EVERHART ADVISORS10+ years Service code 27 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $28,906 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,734 | $68,914-23.5% | $136,749-61.4% | $74,304-29.0% |
| Participation rate | 94.3% | 51.3%+43.0pp | 72.1%+22.2pp | 60.3%+34.0pp |
| Annual return | 16.54% | 16.34%+0.2pp | 24.33%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,433 | $1,561-8.2% | $3,400-57.8% | $2,241-36.0% |
| Participant deferral / active EE | $3,671 | $2,541+44.5% | $4,692-21.8% | $3,767-2.5% |
| Admin fee / account holder | $151 | $3,149-95.2% | $11,386-98.7% | $2,969-94.9% |