See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,022 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $10,547 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,117 | $80,968-64.0% | $96,544-69.8% | $75,163-61.3% |
| Participation rate | 89.7% | 71.8%+18.0pp | 76.0%+13.8pp | 67.2%+22.6pp |
| Annual return | 9.02% | 27.06%-18.0pp | 25.84%-16.8pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,745 | $2,282-23.5% | $2,965-41.1% | $2,670-34.6% |
| Participant deferral / active EE | $3,861 | $3,928-1.7% | $4,851-20.4% | $4,125-6.4% |
| Admin fee / account holder | $242 | $6,724-96.4% | $8,252-97.1% | $5,651-95.7% |