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 | $18,013 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $13,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,153 | $45,863+18.1% | $77,024-29.7% | $68,494-20.9% |
| Participation rate | 57.5% | 55.9%+1.6pp | 67.9%-10.4pp | 67.9%-10.4pp |
| Annual return | -17.19% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,561 | $1,650-5.4% | $2,812-44.5% | $2,596-39.9% |
| Participant deferral / active EE | $3,220 | $2,962+8.7% | $4,426-27.3% | $4,027-20.1% |
| Admin fee / account holder | $419 | $3,041-86.2% | $5,425-92.3% | $5,403-92.2% |