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 Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $10,961 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,734 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,185 | $56,972-43.5% | $182,532-82.4% | $65,185-50.6% |
| Participation rate | 45.9% | 66.5%-20.6pp | 78.0%-32.0pp | 70.2%-24.3pp |
| Annual return | 19.89% | 27.67%-7.8pp | 148.54%-128.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,296 | $1,615-19.8% | $4,076-68.2% | $2,177-40.5% |
| Participant deferral / active EE | $2,608 | $3,526-26.0% | $5,524-52.8% | $3,514-25.8% |
| Admin fee / account holder | $275 | $528-48.0% | $8,592-96.8% | $847-67.6% |