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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,924 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $25,678 |
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 | $42,331 | $91,517-53.7% | $101,248-58.2% | $73,409-42.3% |
| Participation rate | 97.1% | 73.8%+23.3pp | 75.8%+21.3pp | 72.2%+24.9pp |
| Annual return | 26.38% | 17.17%+9.2pp | 46.47%-20.1pp | 59.29%-32.9pp |
| Employer contribution / active EE | $2,868 | $2,877-0.3% | $3,660-21.6% | $2,234+28.4% |
| Participant deferral / active EE | $3,516 | $3,338+5.3% | $4,370-19.5% | $3,805-7.6% |
| Admin fee / account holder | $120 | $216-44.5% | $5,945-98.0% | $158-24.1% |