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 ADVISORS4+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $46,350 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21,115 |
HBK CPAS & CONSULTANTS2 years Service code 10 · EIN 34-1897225 | Accounting | $9,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,623 | $59,186+157.9% | $76,768+98.8% | $56,287+171.2% |
| Participation rate | 96.9% | 75.2%+21.7pp | 77.0%+19.9pp | 69.9%+27.0pp |
| Annual return | -5.74% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $977 | $1,759-44.5% | $2,485-60.7% | $2,111-53.7% |
| Participant deferral / active EE | $4,362 | $3,255+34.0% | $3,852+13.3% | $3,350+30.2% |
| Admin fee / account holder | $482 | $489-1.4% | $6,675-92.8% | $521-7.5% |