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 10-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $178,173 |
EVERHART ADVISORS8 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $110,648 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,116 | $122,186-53.3% | $146,958-61.1% | $199,593-71.4% |
| Participation rate | 57.9% | 78.3%-20.4pp | 82.2%-24.3pp | 72.0%-14.1pp |
| Annual return | 15.70% | 30.56%-14.9pp | 418.34%-402.6pp | 34.25%-18.6pp |
| Employer contribution / active EE | $1,461 | $4,093-64.3% | $4,933-70.4% | $3,034-51.8% |
| Participant deferral / active EE | $4,545 | $8,502-46.5% | $8,070-43.7% | $5,087-10.7% |
| Admin fee / account holder | $112 | $179-37.1% | $12,998-99.1% | $269-58.2% |