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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,686 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $18,379 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,495 | $39,859-31.0% | $78,689-65.1% | $57,658-52.3% |
| Participation rate | 74.8% | 66.1%+8.7pp | 73.6%+1.2pp | 70.2%+4.5pp |
| Annual return | 11.80% | 18.96%-7.2pp | 62.18%-50.4pp | 5.13%+6.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,744 | $2,248-22.4% | $3,517-50.4% | $3,061-43.0% |
| Admin fee / account holder | $178 | $76+134.2% | $4,510-96.0% | $95+88.8% |