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 |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $6,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $116,378 | $61,214+90.1% | $83,333+39.7% | $56,287+106.8% |
| Participation rate | 96.1% | 72.6%+23.5pp | 77.8%+18.3pp | 69.9%+26.2pp |
| Annual return | -5.38% | 0.42%-5.8pp | 10.63%-16.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $5,159 | $1,925+167.9% | $3,379+52.7% | $2,111+144.4% |
| Participant deferral / active EE | $5,248 | $5,091+3.1% | $5,565-5.7% | $3,350+56.7% |
| Admin fee / account holder | $55 | $512-89.2% | $7,510-99.3% | $521-89.4% |