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: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $11,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$316 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,822 | $57,651+28.0% | $112,229-34.2% | $71,457+3.3% |
| Participation rate | 85.9% | 58.9%+26.9pp | 72.4%+13.4pp | 67.9%+18.0pp |
| Annual return | 23.51% | 18.32%+5.2pp | 30.20%-6.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,465 | $1,913-23.4% | $3,430-57.3% | $2,588-43.4% |
| Participant deferral / active EE | $3,431 | $2,863+19.8% | $4,798-28.5% | $4,289-20.0% |
| Admin fee / account holder | $94 | $1,581-94.1% | $7,748-98.8% | $1,587-94.1% |