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 4-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 ADVISORS2+ years Service code 15 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Recordkeeping | $12,525 |
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,167 | $65,435-34.0% | $86,677-50.2% | $66,914-35.5% |
| Participation rate | 91.0% | 75.5%+15.5pp | 76.6%+14.4pp | 69.8%+21.2pp |
| Annual return | -12.26% | -10.89%-1.4pp | 35.91%-48.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $2,712 | $2,153+25.9% | $2,836-4.4% | $2,544+6.6% |
| Participant deferral / active EE | $3,949 | $4,100-3.7% | $4,656-15.2% | $4,237-6.8% |
| Admin fee / account holder | $182 | $642-71.7% | $7,493-97.6% | $593-69.4% |