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 Filed as: MONARCH CORPORATE ADVISORS INC Service code 27 3355 COCHRAN ST · SIMI VALLEY, CA 93063 | Advisory (Plan) | $28,810 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,793 | $53,165+6.8% | $86,188-34.1% | $74,419-23.7% |
| Participation rate | 35.5% | 64.9%-29.4pp | 69.0%-33.5pp | 70.7%-35.2pp |
| Annual return | 16.74% | 22.64%-5.9pp | 1168.45%-1151.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,233 | $1,210+1.9% | $2,380-48.2% | $2,637-53.2% |
| Participant deferral / active EE | $1,617 | $3,234-50.0% | $3,985-59.4% | $4,528-64.3% |
| Admin fee / account holder | $219 | $551-60.3% | $6,852-96.8% | $348-37.0% |