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 | $31,373 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $22,306 |
WILSON, SHANNON & SNOW, INC.4 years Service code 10 · EIN 31-0829879 | Accounting | $7,700 |
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 | $51,068 | $63,114-19.1% | $92,893-45.0% | $65,185-21.7% |
| Participation rate | 84.3% | 68.8%+15.5pp | 76.0%+8.3pp | 70.2%+14.1pp |
| Annual return | 21.80% | 28.75%-6.9pp | 109.41%-87.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,601 | $2,571+1.2% | $3,653-28.8% | $2,177+19.5% |
| Participant deferral / active EE | $3,328 | $3,108+7.1% | $4,236-21.4% | $3,514-5.3% |
| Admin fee / account holder | $394 | $624-36.8% | $5,794-93.2% | $847-53.5% |