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 Service code 27 · EIN 31-1440043 | Advisory (Plan) | $42,231 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,583 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $2,568 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,840 | $55,415+197.5% | $155,509+6.0% | $74,495+121.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.30% | 268.50%-251.2pp | 64.67%-47.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $6,861 | $2,267+202.6% | $4,672+46.8% | $2,623+161.6% |
| Participant deferral / active EE | $6,961 | $2,836+145.5% | $5,626+23.7% | $4,346+60.2% |
| Admin fee / account holder | $290 | $1,738-83.3% | $15,912-98.2% | $1,942-85.1% |