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 ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 99 · EIN 31-1440043 | Other Fees | $36,502 |
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 | $26,789 | $54,193-50.6% | $93,606-71.4% | $77,643-65.5% |
| Participation rate | 91.0% | 63.9%+27.0pp | 68.7%+22.2pp | 70.6%+20.4pp |
| Annual return | 11.53% | 30.54%-19.0pp | 133.20%-121.7pp | 31.24%-19.7pp |
| Employer contribution / active EE | $298 | $1,168-74.5% | $2,420-87.7% | $2,726-89.1% |
| Participant deferral / active EE | $2,094 | $3,144-33.4% | $4,411-52.5% | $4,647-54.9% |
| Admin fee / account holder | $82 | $576-85.7% | $8,285-99.0% | $430-80.9% |