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 ADVISORS3 years Service code 26 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Participants) | $17,936 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $13,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,104 | $102,553-58.0% | $151,611-71.6% | $66,914-35.6% |
| Participation rate | 80.0% | 85.5%-5.5pp | 87.5%-7.5pp | 69.8%+10.2pp |
| Annual return | -15.19% | -10.82%-4.4pp | 3.33%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,954 | $4,180-29.3% | $6,166-52.1% | $2,544+16.1% |
| Participant deferral / active EE | $5,287 | $6,641-20.4% | $8,363-36.8% | $4,237+24.8% |
| Admin fee / account holder | $261 | $630-58.6% | $11,616-97.8% | $593-56.0% |