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 ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $25,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,477 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,121 | $58,655+106.5% | $91,989+31.7% | $65,185+85.8% |
| Participation rate | 99.3% | 75.3%+24.0pp | 78.6%+20.6pp | 70.2%+29.1pp |
| Annual return | 21.38% | 33.92%-12.5pp | 69.02%-47.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,869 | $2,080+86.0% | $3,452+12.1% | $2,177+77.7% |
| Participant deferral / active EE | $5,509 | $5,474+0.6% | $5,923-7.0% | $3,514+56.8% |
| Admin fee / account holder | $271 | $434-37.5% | $7,743-96.5% | $847-68.0% |