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, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $18,325 |
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 | $66,303 | $98,750-32.9% | $149,696-55.7% | $79,858-17.0% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.2pp |
| Annual return | 20.13% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,980 | $3,216-7.4% | $4,644-35.8% | $2,471+20.6% |
| Participant deferral / active EE | $7,481 | $5,680+31.7% | $6,842+9.3% | $3,740+100.0% |
| Admin fee / account holder | $220 | $6,053-96.4% | $9,309-97.6% | $5,306-95.9% |