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 ADVISORS3 years Filed as: MONARCH CORPORATE ADVISORS INC Service code 27 3355 COCHRAN ST · SIMI VALLEY, CA 93063 | Advisory (Plan) | $36,739 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $29,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,966 | $54,193+31.0% | $93,606-24.2% | $77,643-8.6% |
| Participation rate | 37.6% | 63.9%-26.4pp | 68.7%-31.1pp | 70.6%-33.0pp |
| Annual return | 11.65% | 30.54%-18.9pp | 133.20%-121.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,405 | $1,168+20.3% | $2,420-41.9% | $2,726-48.5% |
| Participant deferral / active EE | $1,785 | $3,144-43.2% | $4,411-59.5% | $4,647-61.6% |
| Admin fee / account holder | $289 | $576-49.7% | $8,285-96.5% | $430-32.8% |