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 |
|---|---|---|
MONARCH PLAN ADVISORS1 year Service code 16 40 W. EASY STREET · SIMI VALLEY, CA 93065 | Consulting | $5,681 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520 | $55,706-39.8% | $75,886-55.8% | $72,985-54.1% |
| Participation rate | 32.3% | 61.1%-28.9pp | 69.3%-37.0pp | 69.5%-37.2pp |
| Annual return | 19.19% | 27.59%-8.4pp | 30.76%-11.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $924 | $2,634-64.9% | $3,603-74.4% | $3,607-74.4% |
| Admin fee / account holder | $241 | $3,978-93.9% | $5,418-95.5% | $5,124-95.3% |