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 ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $31,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,581 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,953 | $69,477+35.2% | $94,646-0.7% | $71,457+31.5% |
| Participation rate | 99.2% | 78.4%+20.7pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 18.15% | 29.66%-11.5pp | 156.71%-138.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $4,686 | $2,853+64.2% | $3,672+27.6% | $2,588+81.1% |
| Participant deferral / active EE | $6,830 | $7,345-7.0% | $7,418-7.9% | $4,289+59.3% |
| Admin fee / account holder | $200 | $1,210-83.5% | $7,231-97.2% | $1,587-87.4% |