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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,700 |
EVERHART ADVISORS3+ years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $29,700 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,775 | $60,545-14.5% | $92,233-43.9% | $69,631-25.6% |
| Participation rate | 97.8% | 72.2%+25.7pp | 76.5%+21.4pp | 70.7%+27.2pp |
| Annual return | 17.86% | 19.71%-1.9pp | 176.28%-158.4pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $3,589 | $2,633+36.3% | $3,679-2.5% | $2,032+76.6% |
| Participant deferral / active EE | $3,246 | $2,828+14.8% | $3,897-16.7% | $3,224+0.7% |
| Admin fee / account holder | $269 | $145+85.8% | $5,194-94.8% | $110+143.6% |