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 | $19,543 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $14,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,974 | $56,114+8.7% | $96,139-36.6% | $85,850-29.0% |
| Participation rate | 73.6% | 56.7%+16.9pp | 68.4%+5.2pp | 69.3%+4.3pp |
| Annual return | 11.54% | 42.30%-30.8pp | 191.94%-180.4pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,750 | $1,620+8.0% | $2,797-37.4% | $2,565-31.8% |
| Participant deferral / active EE | $3,143 | $2,859+9.9% | $4,349-27.7% | $3,952-20.5% |
| Admin fee / account holder | $417 | $3,768-88.9% | $5,537-92.5% | $6,260-93.3% |