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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,923 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $20,376 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,720 | $100,801-47.7% | $149,696-64.8% | $73,409-28.2% |
| Participation rate | 81.4% | 77.7%+3.7pp | 82.5%-1.1pp | 72.2%+9.2pp |
| Annual return | 675.71% | 265.34%+410.4pp | 276.60%+399.1pp | 59.29%+616.4pp |
| Employer contribution / active EE | $1,604 | $3,312-51.6% | $4,644-65.5% | $2,234-28.2% |
| Participant deferral / active EE | $2,910 | $6,404-54.6% | $6,842-57.5% | $3,805-23.5% |
| Admin fee / account holder | $165 | $181-8.6% | $9,309-98.2% | $158+4.7% |