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 Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $51,336 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,735 |
HILL WARD HENDERSON6 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $10,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,643 | $84,936+163.3% | $111,297+100.9% | $79,386+181.7% |
| Participation rate | 95.2% | 75.9%+19.3pp | 77.3%+17.9pp | 70.7%+24.5pp |
| Annual return | 14.04% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,152 | $1,979-41.8% | $2,731-57.8% | $2,427-52.5% |
| Participant deferral / active EE | $4,604 | $3,888+18.4% | $4,487+2.6% | $4,046+13.8% |
| Admin fee / account holder | $525 | $537-2.2% | $7,964-93.4% | $626-16.2% |