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 ADVISORS7 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) | $31,087 |
FLAGEL HUBER FLAGEL2 years Filed as: FLAGEL, HUBER, FLAGEL, AND CO Service code 10 · EIN 13-2624428 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $12,000 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,146 | $82,917+1.5% | $103,333-18.6% | $77,643+8.4% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 14.05% | 19.13%-5.1pp | 24.88%-10.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,240 | $3,552-65.1% | $3,868-67.9% | $2,726-54.5% |
| Participant deferral / active EE | $6,744 | $4,108+64.2% | $5,057+33.4% | $4,647+45.1% |
| Admin fee / account holder | $110 | $638-82.8% | $8,355-98.7% | $430-74.5% |