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 ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $25,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,728 | $66,813+109.1% | $100,516+39.0% | $73,488+90.1% |
| Participation rate | 97.7% | 77.5%+20.3pp | 79.4%+18.3pp | 70.7%+27.1pp |
| Annual return | 16.57% | 25.70%-9.1pp | 30.89%-14.3pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,822 | $2,147-15.1% | $3,418-46.7% | $2,270-19.7% |
| Participant deferral / active EE | $6,062 | $5,883+3.0% | $6,270-3.3% | $3,740+62.1% |
| Admin fee / account holder | $318 | $512-37.9% | $8,081-96.1% | $513-38.0% |