See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,473 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,400 | $71,802-11.7% | $133,980-52.7% | $57,658+10.0% |
| Participation rate | 93.5% | 85.5%+8.0pp | 87.1%+6.4pp | 70.2%+23.3pp |
| Annual return | 108.30% | 13.51%+94.8pp | 29.30%+79.0pp | 5.13%+103.2pp |
| Employer contribution / active EE | $1,683 | $3,161-46.8% | $5,211-67.7% | $1,974-14.7% |
| Participant deferral / active EE | $4,265 | $4,606-7.4% | $6,282-32.1% | $3,061+39.4% |
| Admin fee / account holder | $23 | $88-74.2% | $9,324-99.8% | $95-76.1% |