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 | $34,192 |
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $26,401 |
WILSON, SHANNON & SNOW, INC.6 years Service code 10 · EIN 31-0829879 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,013 | $77,660-24.0% | $109,143-45.9% | $79,386-25.7% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | 12.99% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $4,999 | $2,797+78.7% | $3,722+34.3% | $2,427+105.9% |
| Participant deferral / active EE | $4,805 | $3,518+36.6% | $4,653+3.3% | $4,046+18.8% |
| Admin fee / account holder | $368 | $732-49.8% | $6,752-94.6% | $626-41.3% |