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 Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $18,191 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,835 |
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 | $46,770 | $42,548+9.9% | $74,550-37.3% | $56,287-16.9% |
| Participation rate | 83.6% | 60.5%+23.1pp | 69.1%+14.4pp | 69.9%+13.7pp |
| Annual return | -6.39% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,502 | $855+75.7% | $1,961-23.4% | $2,111-28.8% |
| Participant deferral / active EE | $2,520 | $2,277+10.7% | $3,108-18.9% | $3,350-24.8% |
| Admin fee / account holder | $188 | $467-59.7% | $5,060-96.3% | $521-63.8% |