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 ADVISORS4 years Service code 16 · EIN 31-1440043 | Consulting | $39,541 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,273 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,084 | $50,815-3.4% | $155,509-68.4% | $77,643-36.8% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.9pp |
| Annual return | 13.98% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,728 | $1,993+36.9% | $4,672-41.6% | $2,726+0.1% |
| Participant deferral / active EE | $6,382 | $2,822+126.1% | $5,626+13.4% | $4,647+37.3% |
| Admin fee / account holder | $177 | $437-59.5% | $15,912-98.9% | $430-58.9% |