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 |
|---|---|---|
MONARCH PLAN ADVISORS2 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $32,910 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, LLC · KANSAS CITY, MO 64121 | Loan Processing | $32,814 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,304 | $84,487-53.5% | $125,339-68.6% | $66,914-41.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.57% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,909 | $3,553-46.3% | $4,814-60.4% | $2,544-25.0% |
| Participant deferral / active EE | $8,304 | $6,781+22.5% | $7,446+11.5% | $4,237+96.0% |
| Admin fee / account holder | $293 | $685-57.3% | $10,010-97.1% | $593-50.6% |