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 ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP Service code 99 | Other Fees | $51,302 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 49 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Other Services | $12,172 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 99 · EIN 31-1440043 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,840 | $106,028-45.4% | $146,958-60.6% | $77,643-25.5% |
| Participation rate | 84.7% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 19.81% | 56.73%-36.9pp | 418.34%-398.5pp | 31.24%-11.4pp |
| Employer contribution / active EE | $3,481 | $4,063-14.3% | $4,933-29.4% | $2,726+27.7% |
| Participant deferral / active EE | $8,182 | $7,990+2.4% | $8,070+1.4% | $4,647+76.1% |
| Admin fee / account holder | $35 | $337-89.7% | $12,998-99.7% | $430-91.9% |