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 60 · EIN 04-2647786 | Sub-TA Fees | $20,692 |
EVERHART ADVISORS5 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $18,861 |
Service code 10 · EIN 34-1568021 | Accounting | $7,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,565 | $65,061+8.5% | $143,757-50.9% | $66,914+5.5% |
| Participation rate | 36.4% | 65.2%-28.8pp | 80.3%-43.9pp | 69.8%-33.4pp |
| Annual return | -14.96% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $475 | $2,361-79.9% | $4,951-90.4% | $2,544-81.3% |
| Participant deferral / active EE | $1,511 | $2,919-48.2% | $5,637-73.2% | $4,237-64.3% |
| Admin fee / account holder | $490 | $502-2.4% | $14,673-96.7% | $593-17.4% |