Filed March 24, 2022
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 13 · EIN 42-0127290 | Contract Administrator | $23,462 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP DBA EVERHA Service code 27 · EIN 31-1440043 | Advisory (Plan) | $9,128 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,050 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,088 | $58,208-10.5% | $81,812-36.3% | $80,856-35.6% |
| Participation rate | 78.4% | 63.4%+14.9pp | 72.3%+6.0pp | 67.6%+10.7pp |
| Annual return | 21.34% | 41.66%-20.3pp | 773.79%-752.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,703 | $2,340+15.5% | $2,912-7.2% | $2,755-1.9% |
| Participant deferral / active EE | $3,218 | $3,281-1.9% | $4,319-25.5% | $4,296-25.1% |
| Admin fee / account holder | $237 | $4,981-95.2% | $7,386-96.8% | $6,918-96.6% |