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 EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $21,921 |
RSM US LLP5+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,650 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $776 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $45 |
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 | $53,770 | $91,517-41.2% | $101,248-46.9% | $73,409-26.8% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | -2.46% | 17.17%-19.6pp | 46.47%-48.9pp | 59.29%-61.8pp |
| Employer contribution / active EE | $922 | $2,877-68.0% | $3,660-74.8% | $2,234-58.7% |
| Participant deferral / active EE | $4,656 | $3,338+39.5% | $4,370+6.6% | $3,805+22.4% |
| Admin fee / account holder | $81 | $216-62.3% | $5,945-98.6% | $158-48.5% |