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 ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $25,825 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,959 | $59,417+37.9% | $93,606-12.4% | $74,495+10.0% |
| Participation rate | 87.8% | 59.7%+28.1pp | 68.7%+19.1pp | 67.2%+20.6pp |
| Annual return | 13.99% | 81.83%-67.8pp | 133.20%-119.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,149 | $1,264+70.0% | $2,420-11.2% | $2,623-18.1% |
| Participant deferral / active EE | $4,577 | $3,050+50.1% | $4,411+3.8% | $4,346+5.3% |
| Admin fee / account holder | $232 | $3,021-92.3% | $8,285-97.2% | $1,942-88.1% |