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 ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 · EIN 13-2624428 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $27,148 |
FLAGEL HUBER FLAGEL1 year Filed as: FLAGEL, HUBER, FLAGEL, AND CO Service code 10 · EIN 13-2624428 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $11,300 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,190 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,688 | $92,971-21.8% | $96,683-24.8% | $74,419-2.3% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.3%+24.5pp | 70.7%+28.1pp |
| Annual return | 1.22% | 37.49%-36.3pp | 35.69%-34.5pp | 34.38%-33.2pp |
| Employer contribution / active EE | $1,192 | $3,426-65.2% | $3,737-68.1% | $2,637-54.8% |
| Participant deferral / active EE | $6,334 | $3,970+59.5% | $4,878+29.8% | $4,528+39.9% |
| Admin fee / account holder | $100 | $633-84.3% | $6,730-98.5% | $348-71.4% |