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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,210 |
EVERHART ADVISORS3+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $15,604 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,492 | $71,192-26.3% | $117,854-55.5% | $62,292-15.7% |
| Participation rate | 87.2% | 74.2%+13.0pp | 79.7%+7.6pp | 69.5%+17.7pp |
| Annual return | 17.86% | 18.66%-0.8pp | 335.08%-317.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,483 | $1,934-23.3% | $3,786-60.8% | $2,042-27.4% |
| Participant deferral / active EE | $2,475 | $3,189-22.4% | $4,482-44.8% | $3,169-21.9% |
| Admin fee / account holder | $224 | $587-61.8% | $8,020-97.2% | $479-53.3% |