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 Service code 26 · EIN 31-1440043 | Advisory (Participants) | $9,158 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,517 | $65,061-63.9% | $143,757-83.6% | $66,914-64.9% |
| Participation rate | 55.6% | 65.2%-9.6pp | 80.3%-24.8pp | 69.8%-14.2pp |
| Annual return | -13.68% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $482 | $2,361-79.6% | $4,951-90.3% | $2,544-81.1% |
| Participant deferral / active EE | $1,707 | $2,919-41.5% | $5,637-69.7% | $4,237-59.7% |
| Admin fee / account holder | $246 | $502-51.0% | $14,673-98.3% | $593-58.6% |