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 9-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 ADVISORS2+ years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,752 | $42,396-79.4% | $67,313-87.0% | $56,287-84.5% |
| Participation rate | 30.8% | 61.0%-30.2pp | 69.1%-38.3pp | 69.9%-39.1pp |
| Annual return | -14.86% | -36.63%+21.8pp | -4.08%-10.8pp | -9.96%-4.9pp |
| Employer contribution / active EE | $716 | $1,414-49.3% | $2,566-72.1% | $2,111-66.1% |
| Participant deferral / active EE | $919 | $2,360-61.0% | $3,568-74.2% | $3,350-72.6% |
| Admin fee / account holder | $20 | $510-96.0% | $4,507-99.6% | $521-96.1% |