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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $44,187 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $27,983 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,195 | $43,999-26.8% | $79,464-59.5% | $55,725-42.2% |
| Participation rate | 78.3% | 66.9%+11.4pp | 73.3%+5.0pp | 70.9%+7.5pp |
| Annual return | -8.65% | 1.81%-10.5pp | 718.14%-726.8pp | 244.93%-253.6pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,950 | $2,538-23.2% | $3,704-47.3% | $3,356-41.9% |
| Admin fee / account holder | $251 | $118+113.9% | $5,113-95.1% | $115+118.3% |