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 Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $12,158 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,140 |
ADP BROKER-DEALER6+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,508 | $62,132-39.6% | $185,823-79.8% | $73,488-49.0% |
| Participation rate | 52.8% | 67.8%-15.0pp | 78.0%-25.3pp | 70.7%-17.9pp |
| Annual return | 12.63% | 20.44%-7.8pp | 35.95%-23.3pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,336 | $1,681-20.5% | $4,087-67.3% | $2,270-41.1% |
| Participant deferral / active EE | $3,005 | $3,711-19.0% | $5,632-46.6% | $3,740-19.6% |
| Admin fee / account holder | $308 | $419-26.5% | $9,500-96.8% | $513-40.1% |