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 | $106,750 |
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $71,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,018 | $99,078-43.5% | $96,544-42.0% | $74,419-24.7% |
| Participation rate | 91.0% | 80.7%+10.4pp | 76.0%+15.1pp | 70.7%+20.3pp |
| Annual return | 17.92% | 22.48%-4.6pp | 25.84%-7.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,951 | $2,570-24.1% | $2,965-34.2% | $2,637-26.0% |
| Participant deferral / active EE | $4,056 | $4,933-17.8% | $4,851-16.4% | $4,528-10.4% |
| Admin fee / account holder | $140 | $225-37.8% | $8,252-98.3% | $348-59.8% |