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 ADVISORS4 years Service code 27 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $27,093 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,817 |
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 | $90,782 | $66,098+37.3% | $101,794-10.8% | $74,304+22.2% |
| Participation rate | 85.2% | 53.8%+31.4pp | 69.2%+16.0pp | 60.3%+24.8pp |
| Annual return | 15.16% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,024 | $1,082+87.2% | $2,289-11.6% | $2,241-9.7% |
| Participant deferral / active EE | $4,445 | $2,781+59.8% | $4,084+8.8% | $3,767+18.0% |
| Admin fee / account holder | $346 | $4,146-91.7% | $8,777-96.1% | $2,969-88.3% |