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 ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $14,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,740 | $62,327+18.3% | $120,354-38.7% | $74,495-1.0% |
| Participation rate | 85.0% | 56.8%+28.2pp | 71.9%+13.1pp | 67.2%+17.8pp |
| Annual return | 25.38% | 18.61%+6.8pp | 107.15%-81.8pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $1,343 | $1,843-27.2% | $3,463-61.2% | $2,623-48.8% |
| Participant deferral / active EE | $3,026 | $2,893+4.6% | $4,991-39.4% | $4,346-30.4% |
| Admin fee / account holder | $132 | $2,396-94.5% | $9,423-98.6% | $1,942-93.2% |