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 ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $48,816 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,571 |
HBK CPAS & CONSULTANTS6 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,087 | $65,435+179.8% | $86,677+111.2% | $66,914+173.6% |
| Participation rate | 97.2% | 75.5%+21.8pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | -17.30% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,362 | $2,153-36.7% | $2,836-52.0% | $2,544-46.5% |
| Participant deferral / active EE | $5,330 | $4,100+30.0% | $4,656+14.5% | $4,237+25.8% |
| Admin fee / account holder | $549 | $642-14.4% | $7,493-92.7% | $593-7.4% |