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 ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $18,633 |
RSM US LLP3+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $8,885 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $685 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $323 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 | Securities brokerage | $0 |
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 | $57,071 | $56,443+1.1% | $83,848-31.9% | $55,725+2.4% |
| Participation rate | 96.1% | 72.0%+24.0pp | 76.1%+19.9pp | 70.9%+25.2pp |
| Annual return | 9.98% | 393.67%-383.7pp | 850.88%-840.9pp | 244.93%-234.9pp |
| Employer contribution / active EE | $785 | $2,682-70.7% | $3,631-78.4% | $2,078-62.2% |
| Participant deferral / active EE | $3,893 | $2,965+31.3% | $4,082-4.6% | $3,356+16.0% |
| Admin fee / account holder | $83 | $156-46.6% | $5,478-98.5% | $115-27.6% |