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 ADVISORS5 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, HI 43017 | Advisory (Plan) | $31,510 |
FLAGEL HUBER FLAGEL1 year Filed as: FLAGEL, HUBER, FLAGEL AND CO Service code 10 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $10,500 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,916 | $106,236-32.3% | $112,228-35.9% | $64,808+11.0% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.1%+23.2pp | 71.5%+26.8pp |
| Annual return | -7.50% | -6.02%-1.5pp | 27.45%-34.9pp | 32.82%-40.3pp |
| Employer contribution / active EE | $1,168 | $3,166-63.1% | $3,635-67.9% | $2,506-53.4% |
| Participant deferral / active EE | $5,826 | $3,785+53.9% | $4,728+23.2% | $4,310+35.2% |
| Admin fee / account holder | $104 | $452-76.9% | $6,410-98.4% | $188-44.4% |