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 ADVISORS5 years Service code 27 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $78,766 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,224 |
Service code 17 202 MONTROSE WEST AVE · AKRON, OH 44321 | Pension Consulting | $988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,271 | $55,415+389.5% | $155,509+74.4% | $74,495+264.1% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 15.58% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $19,649 | $2,267+766.7% | $4,672+320.5% | $2,623+649.1% |
| Participant deferral / active EE | $14,537 | $2,836+412.6% | $5,626+158.4% | $4,346+234.5% |
| Admin fee / account holder | $362 | $1,738-79.2% | $15,912-97.7% | $1,942-81.3% |