Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS4+ years Service code 99 · EIN 46-3919960 | Other Fees | $49,288 |
THE RYDING COMPANY4+ years Service code 49 · EIN 95-3497679 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,962 | $51,736+73.9% | $120,225-25.2% | $67,986+32.3% |
| Participation rate | 58.1% | 46.1%+12.0pp | 69.6%-11.5pp | 57.2%+0.9pp |
| Annual return | 15.53% | 31.98%-16.4pp | 439.23%-423.7pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,111 | $1,071+190.4% | $3,475-10.5% | $2,019+54.1% |
| Participant deferral / active EE | $6,946 | $2,206+214.9% | $3,999+73.7% | $3,358+106.9% |
| Admin fee / account holder | $234 | $4,159-94.4% | $5,696-95.9% | $3,203-92.7% |