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 ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $19,794 |
RSM US LLP4+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $9,150 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $825 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,975 | $66,601-11.4% | $92,893-36.5% | $67,579-12.7% |
| Participation rate | 97.0% | 72.5%+24.5pp | 76.0%+21.0pp | 71.3%+25.8pp |
| Annual return | 7.85% | 92.58%-84.7pp | 109.41%-101.6pp | 378.56%-370.7pp |
| Employer contribution / active EE | $826 | $2,775-70.2% | $3,653-77.4% | $2,148-61.5% |
| Participant deferral / active EE | $4,207 | $3,157+33.3% | $4,236-0.7% | $3,539+18.9% |
| Admin fee / account holder | $81 | $199-59.4% | $5,794-98.6% | $142-43.3% |