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 Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $47,490 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,518 |
HBK CPAS & CONSULTANTS7 years Service code 10 · EIN 34-1897225 | Accounting | $12,520 |
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 | $209,290 | $76,050+175.2% | $96,544+116.8% | $71,457+192.9% |
| Participation rate | 96.5% | 74.4%+22.1pp | 76.0%+20.5pp | 67.9%+28.5pp |
| Annual return | 18.81% | 22.81%-4.0pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,305 | $2,244-41.8% | $2,965-56.0% | $2,588-49.6% |
| Participant deferral / active EE | $5,091 | $4,215+20.8% | $4,851+5.0% | $4,289+18.7% |
| Admin fee / account holder | $552 | $2,707-79.6% | $8,252-93.3% | $1,587-65.2% |