Plan Ledger DOL Form 5500 · updated monthly

Evercommerce Solutions, Inc.401(k)

EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.52%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Evercommerce Solutions, Inc. reported $377,062 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,137 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.18% to 0.52%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 158th-largest of 1,461 plans among Colorado employers on file, and the 1,175th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has shrunk from 1,794 to 1,574 since 2022.

Plan summary
Net assets, end of year$81,078,061
Participants with balances1,638
Active participants1,574
Employer contributions$4,937,037
Employee contributions$9,982,588
Employer contribution per active participant$3,137
Average account balance$49,498
Benefits paid to participants$10,139,941
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.1M · 1,638 accts · $4.9M emplr
2023$64.1M · 1,727 accts · $4.7M emplr
2022$43.7M · 1,708 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$240,716
Investment management$121,071
Audit (IQPA)$15,275
Total administrative$377,062
The Evercommerce Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,137
Median for plans this size$3,635
2024$3,137 per active participant
2023$2,898 per active participant
2022$2,589 per active participant

Evercommerce Solutions, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$119,321
BROCK AND COMPANY CPAS PC · Accounting / audit$15,275
BOKF, NA · Investment advisory (plan)$1,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$377,062 · 0.52%
2023$231,151 · 0.43%
2022$73,488 · 0.18%
Same employer
Similar plansFinance & Insurance · Colorado
Heartland Financial USA, Inc CO$318.2M · 0.05%
Ent Credit Union CO$183.0M · 0.07%
Alpine Banks of Colorado CO$160.9M · 0.03%
Mercer Advisors, Inc. CO$145.3M · 0.02%
Elevations Credit Union CO$78.2M · 0.11%
Canvas Credit Union CO$67.0M · 0.31%
Credit Union of Colorado CO$60.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262254146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.