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 | $58,234-10.6% | $81,783-36.3% | $80,874-35.6% |
| Participation rate | 78.4% | 63.4%+14.9pp | 72.4%+6.0pp | 67.6%+10.7pp |
| Annual return | 21.34% | 41.70%-20.4pp | 775.05%-753.7pp | 35.62%-14.3pp |
| Employer contribution / active EE | $2,703 | $2,341+15.4% | $2,913-7.2% | $2,756-1.9% |
| Participant deferral / active EE | $3,218 | $3,283-2.0% | $4,320-25.5% | $4,297-25.1% |
| Admin fee / account holder | $237 | $4,982-95.2% | $7,380-96.8% | $6,935-96.6% |