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 ADVISORS4+ years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $6,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,665 | $55,636-71.8% | $81,983-80.9% | $73,488-78.7% |
| Participation rate | 41.5% | 62.3%-20.8pp | 69.2%-27.7pp | 70.7%-29.2pp |
| Annual return | 19.25% | 19.07%+0.2pp | 41.31%-22.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,020 | $1,625-37.2% | $2,498-59.2% | $2,270-55.1% |
| Participant deferral / active EE | $1,600 | $2,762-42.1% | $3,722-57.0% | $3,740-57.2% |
| Admin fee / account holder | $38 | $493-92.2% | $5,664-99.3% | $513-92.5% |