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 | $153,848 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $69,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,284 | $105,247-64.6% | $87,100-57.2% | $77,787-52.1% |
| Participation rate | 66.9% | 85.8%-18.9pp | 76.9%-10.0pp | 73.2%-6.3pp |
| Annual return | 23.86% | 24.52%-0.7pp | 28.19%-4.3pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,172 | $2,895-59.5% | $2,521-53.5% | $2,504-53.2% |
| Participant deferral / active EE | $2,074 | $5,060-59.0% | $4,049-48.8% | $3,967-47.7% |
| Admin fee / account holder | $139 | $104+32.7% | $7,497-98.1% | $100+38.6% |