See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS5 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $50,253 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,864 |
HILL WARD HENDERSON9 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $222,221 | $89,248+149.0% | $136,007+63.4% | $74,495+198.3% |
| Participation rate | 85.6% | 69.4%+16.2pp | 76.5%+9.1pp | 67.2%+18.4pp |
| Annual return | 13.63% | 22.76%-9.1pp | 579.32%-565.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,137 | $2,838-59.9% | $4,217-73.0% | $2,623-56.6% |
| Participant deferral / active EE | $4,284 | $4,598-6.8% | $7,025-39.0% | $4,346-1.4% |
| Admin fee / account holder | $610 | $1,545-60.6% | $6,858-91.1% | $1,942-68.6% |