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 |
|---|---|---|
EVERHART ADVISORS9 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $34,206 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,876 |
ADP BROKER-DEALER9 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 | $47,349 | $65,908-28.2% | $81,812-42.1% | $77,643-39.0% |
| Participation rate | 82.7% | 65.8%+16.9pp | 72.3%+10.4pp | 70.6%+12.2pp |
| Annual return | 12.52% | 26.64%-14.1pp | 773.79%-761.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,665 | $3,505-24.0% | $4,319-38.3% | $4,647-42.7% |
| Admin fee / account holder | $218 | $526-58.6% | $7,386-97.1% | $430-49.4% |