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 4-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 | $42,575 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,465 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $5,692 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,622 | $92,055-58.0% | $106,213-63.6% | $77,643-50.3% |
| Participation rate | 94.1% | 81.0%+13.0pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 18.62% | 17.91%+0.7pp | 116.14%-97.5pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,935 | $3,367-42.5% | $3,171-39.0% | $2,726-29.0% |
| Participant deferral / active EE | $3,741 | $5,386-30.5% | $5,016-25.4% | $4,647-19.5% |
| Admin fee / account holder | $148 | $219-32.2% | $11,033-98.7% | $430-65.5% |