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 ADVISORS2 years Service code 16 40 W. EASY STREET · SIMI VALLEY, CA 93065 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,409 | $59,839-34.1% | $81,983-51.9% | $79,858-50.7% |
| Participation rate | 32.6% | 61.6%-29.0pp | 69.2%-36.7pp | 69.6%-37.0pp |
| Annual return | 15.54% | 17.56%-2.0pp | 41.31%-25.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,051 | $2,695-61.0% | $3,722-71.8% | $3,740-71.9% |
| Admin fee / account holder | $274 | $4,287-93.6% | $5,664-95.2% | $5,306-94.8% |