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 9-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 ADVISORS5+ years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $7,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,455 | $60,776-64.7% | $85,682-75.0% | $79,386-73.0% |
| Participation rate | 41.0% | 62.1%-21.1pp | 69.9%-28.9pp | 70.7%-29.7pp |
| Annual return | 13.86% | 16.57%-2.7pp | 21.49%-7.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,107 | $1,663-33.5% | $2,618-57.7% | $2,427-54.4% |
| Participant deferral / active EE | $1,648 | $2,919-43.5% | $3,923-58.0% | $4,046-59.3% |
| Admin fee / account holder | $58 | $438-86.8% | $6,873-99.2% | $626-90.8% |