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 ADVISORS1+ years Filed as: EVERHART FINANCIAL Service code 27 · EIN 31-1440043 | Advisory (Plan) | $12,924 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,154 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,869 | $43,423-40.4% | $78,689-67.1% | $55,167-53.1% |
| Participation rate | 76.3% | 68.0%+8.3pp | 73.6%+2.8pp | 69.0%+7.3pp |
| Annual return | 7.25% | 11.53%-4.3pp | 62.18%-54.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,136 | $1,997+7.0% | $2,851-25.1% | $1,963+8.8% |
| Participant deferral / active EE | $3,101 | $2,509+23.6% | $3,517-11.8% | $3,054+1.5% |
| Admin fee / account holder | $157 | $416-62.2% | $4,510-96.5% | $504-68.8% |