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 ADVISORS2 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $21,124 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,800 | $54,701+36.7% | $86,188-13.2% | $71,457+4.7% |
| Participation rate | 90.4% | 60.1%+30.3pp | 69.0%+21.4pp | 67.9%+22.5pp |
| Annual return | 18.85% | 20.06%-1.2pp | 1168.45%-1149.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,982 | $1,265+56.7% | $2,380-16.7% | $2,588-23.4% |
| Participant deferral / active EE | $4,181 | $3,108+34.5% | $3,985+4.9% | $4,289-2.5% |
| Admin fee / account holder | $180 | $1,922-90.7% | $6,852-97.4% | $1,587-88.7% |