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 | $33,341 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,593 | $55,449-19.6% | $83,848-46.8% | $56,287-20.8% |
| Participation rate | 90.1% | 68.0%+22.1pp | 76.1%+13.9pp | 69.9%+20.2pp |
| Annual return | -3.43% | -1.38%-2.1pp | 850.88%-854.3pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,961 | $2,430-19.3% | $3,631-46.0% | $2,111-7.1% |
| Participant deferral / active EE | $3,719 | $2,935+26.7% | $4,082-8.9% | $3,350+11.0% |
| Admin fee / account holder | $366 | $656-44.2% | $5,478-93.3% | $521-29.7% |