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 ADVISORS1 year Service code 27 5890 VENTURE DRIVE SUITE D · DUBLIN, OH 43017 | Advisory (Plan) | $35,817 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,675 |
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 | $73,577 | $71,666+2.7% | $117,854-37.6% | $69,631+5.7% |
| Participation rate | 99.4% | 77.5%+21.9pp | 79.7%+19.8pp | 70.7%+28.7pp |
| Annual return | 11.10% | 18.86%-7.8pp | 335.08%-324.0pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $2,625 | $1,889+38.9% | $3,786-30.7% | $2,032+29.2% |
| Participant deferral / active EE | $3,027 | $3,340-9.4% | $4,482-32.5% | $3,224-6.1% |
| Admin fee / account holder | $91 | $120-24.4% | $8,020-98.9% | $110-17.6% |