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 ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $20,283 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,440 |
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 | $65,580 | $54,573+20.2% | $90,951-27.9% | $73,488-10.8% |
| Participation rate | 90.8% | 61.2%+29.7pp | 69.0%+21.8pp | 70.7%+20.2pp |
| Annual return | 13.71% | 16.69%-3.0pp | 134.60%-120.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,799 | $991+81.5% | $2,122-15.2% | $2,270-20.7% |
| Participant deferral / active EE | $3,220 | $2,517+27.9% | $3,373-4.5% | $3,740-13.9% |
| Admin fee / account holder | $207 | $521-60.2% | $5,959-96.5% | $513-59.6% |