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 37 · EIN 04-2647786 | Loan Processing | $128,925 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $68,909 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,193 | $78,852-64.2% | $76,768-63.3% | $75,289-62.6% |
| Participation rate | 71.8% | 85.0%-13.1pp | 77.0%-5.1pp | 72.4%-0.6pp |
| Annual return | -4.69% | -1.29%-3.4pp | 2.43%-7.1pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,116 | $2,794-60.1% | $2,485-55.1% | $2,405-53.6% |
| Participant deferral / active EE | $1,815 | $4,800-62.2% | $3,852-52.9% | $3,739-51.5% |
| Admin fee / account holder | $118 | $79+49.0% | $6,675-98.2% | $102+15.0% |