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 37 · EIN 04-2647786 OPERATIONS COMPANY, LLC · KANSAS CITY, MO 64121 | Loan Processing | $37,649 |
MONARCH PLAN ADVISORS4 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $35,189 |
JONES & MALHOTRA2 years Service code 10 · EIN 95-4668647 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,344 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 16 · EIN 82-3719843 | Consulting | $8,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,655 | $101,317-19.4% | $146,958-44.4% | $74,495+9.6% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.2%-13.0pp | 67.2%+2.0pp |
| Annual return | 14.18% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,514 | $3,810-60.3% | $4,933-69.3% | $2,623-42.3% |
| Participant deferral / active EE | $6,381 | $7,303-12.6% | $8,070-20.9% | $4,346+46.8% |
| Admin fee / account holder | $532 | $1,739-69.4% | $12,998-95.9% | $1,942-72.6% |