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 ADVISORS5+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $18,821 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,547 |
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 | $53,667 | $49,138+9.2% | $84,015-36.1% | $65,185-17.7% |
| Participation rate | 88.7% | 60.7%+28.0pp | 69.0%+19.7pp | 70.2%+18.5pp |
| Annual return | 22.42% | 23.00%-0.6pp | 71.31%-48.9pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,697 | $914+85.7% | $1,983-14.5% | $2,177-22.0% |
| Participant deferral / active EE | $2,976 | $2,397+24.1% | $3,239-8.1% | $3,514-15.3% |
| Admin fee / account holder | $200 | $543-63.2% | $6,101-96.7% | $847-76.4% |