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 ADVISORS3 years Service code 16 · EIN 31-1440043 | Consulting | $30,980 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,074 |
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 | $43,185 | $47,126-8.4% | $149,673-71.1% | $74,419-42.0% |
| Participation rate | 98.7% | 63.4%+35.3pp | 78.8%+19.9pp | 70.7%+28.0pp |
| Annual return | 15.50% | 22.75%-7.3pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $3,358 | $1,905+76.2% | $4,818-30.3% | $2,637+27.3% |
| Participant deferral / active EE | $5,257 | $2,728+92.7% | $5,680-7.4% | $4,528+16.1% |
| Admin fee / account holder | $147 | $343-57.0% | $13,210-98.9% | $348-57.6% |