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 ADVISORS5 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $31,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,561 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,453 |
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 | $85,929 | $58,320+47.3% | $86,436-0.6% | $66,914+28.4% |
| Participation rate | 98.0% | 78.6%+19.4pp | 80.3%+17.6pp | 69.8%+28.2pp |
| Annual return | -13.37% | -9.71%-3.7pp | 4394.89%-4408.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $3,622 | $2,615+38.5% | $3,769-3.9% | $2,544+42.4% |
| Participant deferral / active EE | $5,274 | $6,899-23.6% | $6,952-24.1% | $4,237+24.5% |
| Admin fee / account holder | $182 | $546-66.7% | $6,731-97.3% | $593-69.3% |