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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,204 |
EVERHART ADVISORS5 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $26,528 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $41,645 | $52,670-20.9% | $90,404-53.9% | $73,409-43.3% |
| Participation rate | 80.3% | 67.7%+12.6pp | 72.7%+7.6pp | 72.2%+8.1pp |
| Annual return | 12.44% | 20.70%-8.3pp | 1293.02%-1280.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,640 | $2,807-41.6% | $3,963-58.6% | $3,805-56.9% |
| Admin fee / account holder | $204 | $117+74.4% | $5,611-96.4% | $158+29.0% |