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 | $33,612 |
EVERHART ADVISORS5 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $26,837 |
WILSON, SHANNON & SNOW, INC.7 years Service code 10 · EIN 31-0829879 | Accounting | $11,750 |
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 | $43,629 | $64,119-32.0% | $112,228-61.1% | $66,914-34.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.1%+13.8pp | 69.8%+19.1pp |
| Annual return | -16.22% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,796 | $3,005-7.0% | $3,635-23.1% | $2,544+9.9% |
| Participant deferral / active EE | $4,294 | $3,693+16.3% | $4,728-9.2% | $4,237+1.3% |
| Admin fee / account holder | $331 | $625-47.0% | $6,410-94.8% | $593-44.2% |