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 | $34,744 |
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $27,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,179 | $76,670-39.8% | $96,683-52.2% | $71,457-35.4% |
| Participation rate | 93.2% | 66.6%+26.6pp | 74.3%+18.8pp | 67.9%+25.3pp |
| Annual return | 19.93% | 48.29%-28.4pp | 35.69%-15.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $3,167 | $3,031+4.5% | $3,737-15.3% | $2,588+22.4% |
| Participant deferral / active EE | $4,921 | $3,771+30.5% | $4,878+0.9% | $4,289+14.7% |
| Admin fee / account holder | $228 | $2,028-88.8% | $6,730-96.6% | $1,587-85.6% |