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 ADVISORS5 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $34,286 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,416 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,297 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,176 | $61,272+146.7% | $149,673+1.0% | $71,457+111.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.20% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $6,931 | $2,378+191.4% | $4,818+43.9% | $2,588+167.9% |
| Participant deferral / active EE | $7,118 | $2,917+144.0% | $5,680+25.3% | $4,289+66.0% |
| Admin fee / account holder | $277 | $1,261-78.0% | $13,210-97.9% | $1,587-82.5% |