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 ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $30,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,138 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,121 | $73,638+83.5% | $108,410+24.6% | $79,386+70.2% |
| Participation rate | 97.1% | 77.4%+19.7pp | 80.1%+17.0pp | 70.7%+26.4pp |
| Annual return | 16.49% | 33.27%-16.8pp | 905.27%-888.8pp | 116.85%-100.4pp |
| Employer contribution / active EE | $3,684 | $2,397+53.7% | $3,558+3.5% | $2,427+51.7% |
| Participant deferral / active EE | $5,543 | $6,218-10.9% | $6,563-15.5% | $4,046+37.0% |
| Admin fee / account holder | $142 | $638-77.8% | $7,295-98.1% | $626-77.4% |