See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 5890 VENTURE DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $27,250 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,208 |
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 | $119,601 | $70,002+70.9% | $115,037+4.0% | $52,331+128.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.31% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $5,635 | $2,715+107.5% | $4,608+22.3% | $1,882+199.4% |
| Participant deferral / active EE | $7,112 | $4,920+44.6% | $6,026+18.0% | $3,022+135.3% |
| Admin fee / account holder | $199 | $566-64.9% | $8,175-97.6% | $592-66.4% |