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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,225 |
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $25,059 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,637 | $54,237-23.2% | $90,281-53.9% | $67,579-38.4% |
| Participation rate | 69.6% | 68.6%+1.0pp | 73.3%-3.7pp | 71.3%-1.7pp |
| Annual return | 22.04% | 37.27%-15.2pp | 78.10%-56.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,817 | $2,625-30.8% | $3,885-53.2% | $3,539-48.7% |
| Admin fee / account holder | $214 | $123+73.5% | $5,351-96.0% | $142+50.4% |