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 9-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 ADVISORS2 years Service code 15 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Recordkeeping | $11,231 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,412 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,154 | $99,985-75.8% | $146,665-83.5% | $85,850-71.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.45% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $842 | $2,559-67.1% | $4,136-79.6% | $2,565-67.2% |
| Participant deferral / active EE | $4,089 | $4,006+2.1% | $5,506-25.7% | $3,952+3.5% |
| Admin fee / account holder | $223 | $7,702-97.1% | $10,280-97.8% | $6,260-96.4% |