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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,859 |
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $44,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,606 | $81,357-53.8% | $75,972-50.5% | $199,593-81.2% |
| Participation rate | 48.1% | 69.9%-21.8pp | 69.1%-20.9pp | 72.0%-23.8pp |
| Annual return | 52.02% | 16.32%+35.7pp | 359.55%-307.5pp | 34.25%+17.8pp |
| Employer contribution / active EE | $965 | $3,341-71.1% | $2,685-64.1% | $3,034-68.2% |
| Participant deferral / active EE | $1,978 | $4,710-58.0% | $4,255-53.5% | $5,087-61.1% |
| Admin fee / account holder | $135 | $144-6.7% | $6,467-97.9% | $269-49.8% |