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 ADVISORS4 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $34,067 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,487 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,854 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,718 | $65,061+91.7% | $143,757-13.2% | $66,914+86.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.52% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $6,554 | $2,361+177.6% | $4,951+32.4% | $2,544+157.6% |
| Participant deferral / active EE | $6,491 | $2,919+122.4% | $5,637+15.2% | $4,237+53.2% |
| Admin fee / account holder | $263 | $502-47.6% | $14,673-98.2% | $593-55.7% |