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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,467 |
EVERHART ADVISORS7 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $28,922 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,989 | $47,722-22.5% | $82,719-55.3% | $64,808-42.9% |
| Participation rate | 80.1% | 67.6%+12.4pp | 72.6%+7.5pp | 71.5%+8.6pp |
| Annual return | -17.96% | -13.05%-4.9pp | 701.18%-719.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,613 | $3,329-21.5% | $4,395-40.6% | $4,310-39.4% |
| Admin fee / account holder | $230 | $143+60.9% | $5,329-95.7% | $188+22.5% |