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 10-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 |
|---|---|---|
EPLAN ADVISORS, LLC5+ years Service code 17 · EIN 36-1543746 | Pension Consulting | $49,368 |
Filed as: DANIEL MONTE Service code 27 10 EAST CHURCH STREET · FAIRPORT, NY 14450 | Advisory (Plan) | $45,449 |
HARBOR4 years Filed as: HARBOR CAPITAL ADVISORY SERVICES Service code 27 10 EAST CHURCH STREET · FAIRPORT, NY 14450 | Advisory (Plan) | $13,046 |
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 | $62,738 | $69,231-9.4% | $91,989-31.8% | $67,579-7.2% |
| Participation rate | 88.9% | 78.9%+10.0pp | 78.6%+10.3pp | 71.3%+17.7pp |
| Annual return | 35.41% | 32.03%+3.4pp | 69.02%-33.6pp | 378.56%-343.1pp |
| Employer contribution / active EE | $2,500 | $2,284+9.4% | $3,452-27.6% | $2,148+16.4% |
| Participant deferral / active EE | $5,254 | $5,854-10.2% | $5,923-11.3% | $3,539+48.5% |
| Admin fee / account holder | $159 | $107+48.1% | $7,743-97.9% | $142+11.8% |