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 ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $40,034 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,002 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,401 | $101,499+68.9% | $147,005+16.6% | $74,546+129.9% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 11.98% | 8732.34%-8720.4pp | 418.76%-406.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $7,342 | $3,811+92.7% | $4,934+48.8% | $2,624+179.8% |
| Participant deferral / active EE | $10,080 | $7,304+38.0% | $8,070+24.9% | $4,347+131.9% |
| Admin fee / account holder | $245 | $1,748-86.0% | $13,006-98.1% | $1,944-87.4% |