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 year Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $12,538 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,160 | $50,637-36.5% | $86,590-62.9% | $62,292-48.4% |
| Participation rate | 65.7% | 67.9%-2.2pp | 73.5%-7.9pp | 69.5%-3.8pp |
| Annual return | 17.70% | 20.80%-3.1pp | 964.84%-947.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,586 | $2,075-23.6% | $2,839-44.1% | $2,042-22.3% |
| Participant deferral / active EE | $2,622 | $2,611+0.4% | $3,609-27.3% | $3,169-17.3% |
| Admin fee / account holder | $169 | $413-59.1% | $4,906-96.6% | $479-64.7% |