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 ADVISORS5+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $46,205 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,745 |
HBK CPAS & CONSULTANTS3 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 | $179,999 | $65,376+175.3% | $87,100+106.7% | $65,185+176.1% |
| Participation rate | 95.0% | 75.3%+19.6pp | 76.9%+18.1pp | 70.2%+24.8pp |
| Annual return | 21.76% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,094 | $1,822-40.0% | $2,521-56.6% | $2,177-49.7% |
| Participant deferral / active EE | $4,621 | $3,388+36.4% | $4,049+14.1% | $3,514+31.5% |
| Admin fee / account holder | $464 | $520-10.7% | $7,497-93.8% | $847-45.2% |