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 |
|---|---|---|
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $22,559 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,241 |
Service code 10 · EIN 34-1568021 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,854 | $61,156+22.4% | $185,823-59.7% | $79,386-5.7% |
| Participation rate | 37.1% | 66.6%-29.5pp | 81.7%-44.6pp | 70.7%-33.6pp |
| Annual return | 12.31% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $471 | $2,321-79.7% | $5,167-90.9% | $2,427-80.6% |
| Participant deferral / active EE | $1,465 | $2,789-47.5% | $5,568-73.7% | $4,046-63.8% |
| Admin fee / account holder | $475 | $710-33.1% | $16,237-97.1% | $626-24.2% |