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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,308 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $11,572 |
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 | $52,555 | $52,279+0.5% | $89,391-41.2% | $79,858-34.2% |
| Participation rate | 74.6% | 57.5%+17.1pp | 68.0%+6.7pp | 69.6%+5.0pp |
| Annual return | 14.20% | 22.16%-8.0pp | 245.62%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,619 | $1,572+3.0% | $2,586-37.4% | $2,471-34.5% |
| Participant deferral / active EE | $2,879 | $2,740+5.1% | $3,890-26.0% | $3,740-23.0% |
| Admin fee / account holder | $319 | $3,356-90.5% | $4,881-93.5% | $5,306-94.0% |