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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,509 |
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $32,675 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,762 | $58,290-14.6% | $98,442-49.5% | $86,799-42.7% |
| Participation rate | 80.2% | 68.3%+11.9pp | 73.3%+6.9pp | 72.3%+7.9pp |
| Annual return | 13.12% | 43.48%-30.4pp | 1492.73%-1479.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,240 | $3,152-28.9% | $4,276-47.6% | $4,131-45.8% |
| Admin fee / account holder | $237 | $138+72.2% | $5,949-96.0% | $170+39.9% |