Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,840 | $106,110-45.5% | $147,005-60.7% | $77,671-25.5% |
| Participation rate | 84.7% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 19.81% | 56.77%-37.0pp | 418.76%-399.0pp | 31.21%-11.4pp |
| Employer contribution / active EE | $3,481 | $4,065-14.4% | $4,934-29.4% | $2,726+27.7% |
| Participant deferral / active EE | $8,182 | $7,992+2.4% | $8,070+1.4% | $4,648+76.0% |
| Admin fee / account holder | $35 | $338-89.7% | $13,006-99.7% | $430-91.9% |