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 ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $86,845 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,030 | $29,546+143.8% | $56,441+27.6% | $77,671-7.3% |
| Participation rate | 23.6% | 32.7%-9.1pp | 52.5%-28.9pp | 70.6%-47.0pp |
| Annual return | 12.64% | 19.01%-6.4pp | 1704.21%-1691.6pp | 31.21%-18.6pp |
| Employer contribution / active EE | $594 | $568+4.6% | $1,039-42.8% | $2,726-78.2% |
| Participant deferral / active EE | $1,289 | $1,061+21.5% | $1,953-34.0% | $4,648-72.3% |
| Admin fee / account holder | $461 | $1,046-56.0% | $2,829-83.7% | $430+7.1% |