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 ADVISORS2+ years Filed as: EVERHART FINANCIAL GROUP, INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $25,773 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,183 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $63,435 | $63,114+0.5% | $92,893-31.7% | $65,185-2.7% |
| Participation rate | 96.9% | 68.8%+28.1pp | 76.0%+20.8pp | 70.2%+26.7pp |
| Annual return | 28.60% | 28.75%-0.2pp | 109.41%-80.8pp | 29.38%-0.8pp |
| Employer contribution / active EE | $3,700 | $2,571+43.9% | $3,653+1.3% | $2,177+70.0% |
| Participant deferral / active EE | $6,287 | $3,108+102.3% | $4,236+48.4% | $3,514+78.9% |
| Admin fee / account holder | $182 | $624-70.8% | $5,794-96.9% | $847-78.5% |