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 | $110,247 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $69,964 |
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 | $43,318 | $176,491-75.5% | $95,952-54.9% | $90,288-52.0% |
| Participation rate | 91.3% | 86.6%+4.8pp | 77.1%+14.3pp | 73.4%+18.0pp |
| Annual return | 15.88% | 20.14%-4.3pp | 91.61%-75.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,588 | $2,789-43.1% | $2,541-37.5% | $2,524-37.1% |
| Participant deferral / active EE | $3,029 | $5,340-43.3% | $4,167-27.3% | $4,232-28.4% |
| Admin fee / account holder | $120 | $154-22.1% | $6,795-98.2% | $114+5.2% |