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+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $12,797 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,199 | $72,177-52.6% | $115,037-70.3% | $59,632-42.7% |
| Participation rate | 85.2% | 72.6%+12.6pp | 81.4%+3.8pp | 68.7%+16.5pp |
| Annual return | -0.66% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $4,128 | $2,841+45.3% | $4,608-10.4% | $2,203+87.4% |
| Participant deferral / active EE | $9,428 | $4,783+97.1% | $6,026+56.4% | $3,192+195.4% |
| Admin fee / account holder | $102 | $4,927-97.9% | $8,175-98.8% | $4,297-97.6% |