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 10-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 |
|---|---|---|
EVERHART ADVISORS3+ years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $12,457 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,652 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,022 | $64,909-47.6% | $82,313-58.7% | $62,292-45.4% |
| Participation rate | 58.3% | 74.9%-16.5pp | 76.9%-18.6pp | 69.5%-11.2pp |
| Annual return | 19.21% | 21.18%-2.0pp | 25.88%-6.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,129 | $1,676-32.6% | $2,428-53.5% | $2,042-44.7% |
| Participant deferral / active EE | $1,631 | $3,103-47.4% | $3,706-56.0% | $3,169-48.5% |
| Admin fee / account holder | $131 | $440-70.3% | $5,608-97.7% | $479-72.8% |