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 10-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 16 · EIN 31-1440043 | Consulting | $28,499 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,659 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,600 | $46,292-8.0% | $143,757-70.4% | $64,808-34.3% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.1pp |
| Annual return | -15.60% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,304 | $1,910+20.6% | $4,951-53.5% | $2,506-8.1% |
| Participant deferral / active EE | $5,650 | $2,646+113.6% | $5,637+0.2% | $4,310+31.1% |
| Admin fee / account holder | $167 | $154+8.4% | $14,673-98.9% | $188-11.3% |