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 ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $36,249 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,021 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,184 | $87,870+20.8% | $113,168-6.2% | $74,304+42.9% |
| Participation rate | 92.8% | 70.7%+22.0pp | 76.6%+16.2pp | 60.3%+32.4pp |
| Annual return | 19.27% | 26.44%-7.2pp | 24.27%-5.0pp | 29.43%-10.2pp |
| Employer contribution / active EE | $3,260 | $2,277+43.2% | $2,975+9.6% | $2,241+45.5% |
| Participant deferral / active EE | $6,209 | $4,241+46.4% | $5,107+21.6% | $3,767+64.8% |
| Admin fee / account holder | $331 | $3,368-90.2% | $12,068-97.3% | $2,969-88.9% |