See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 · EIN 13-2624428 | Advisory (Plan) | $26,317 |
RSM US LLP6+ years Filed as: MCGLADREY LLP Service code 10 · EIN 13-2624428 | Accounting | $10,500 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $806 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1 |
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 | $75,193 | $78,275-3.9% | $109,143-31.1% | $86,799-13.4% |
| Participation rate | 98.0% | 73.8%+24.2pp | 75.9%+22.2pp | 72.3%+25.8pp |
| Annual return | 36.64% | 19.14%+17.5pp | 25.75%+10.9pp | 97.91%-61.3pp |
| Employer contribution / active EE | $909 | $3,105-70.7% | $3,722-75.6% | $2,405-62.2% |
| Participant deferral / active EE | $4,881 | $3,641+34.1% | $4,653+4.9% | $4,131+18.2% |
| Admin fee / account holder | $91 | $198-54.0% | $6,752-98.6% | $170-46.1% |