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 7-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 ADVISORS1+ years Filed as: EVERHART FINANCIAL GROUP, INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,846 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,186 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,517 | $55,449-16.1% | $83,848-44.5% | $56,287-17.4% |
| Participation rate | 97.5% | 68.0%+29.5pp | 76.1%+21.4pp | 69.9%+27.7pp |
| Annual return | -5.75% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,916 | $2,430+61.1% | $3,631+7.9% | $2,111+85.5% |
| Participant deferral / active EE | $5,756 | $2,935+96.1% | $4,082+41.0% | $3,350+71.8% |
| Admin fee / account holder | $170 | $656-74.1% | $5,478-96.9% | $521-67.3% |