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 ADVISORS3+ 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.
Participant contribution per participant 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 | $13,948 | $47,922-70.9% | $75,886-81.6% | $65,185-78.6% |
| Participation rate | 33.8% | 63.0%-29.2pp | 69.3%-35.4pp | 70.2%-36.4pp |
| Annual return | 27.59% | 24.12%+3.5pp | 30.76%-3.2pp | 29.38%-1.8pp |
| Employer contribution / active EE | $783 | $1,557-49.7% | $2,500-68.7% | $2,177-64.0% |
| Participant deferral / active EE | $1,016 | $2,550-60.1% | $3,603-71.8% | $3,514-71.1% |
| Admin fee / account holder | $28 | $532-94.7% | $5,418-99.5% | $847-96.7% |