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 |
|---|---|---|
EPLAN ADVISORS, LLC1 year Filed as: FAST 401K INC DBA EPLAN SERVICES IN Service code 17 · EIN 36-4352674 | Pension Consulting | $13,640 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $88,083-61.8% | $164,813-79.6% | $74,495-54.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.62% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,216 | $2,593-14.5% | $4,341-48.9% | $2,623-15.5% |
| Participant deferral / active EE | $3,142 | $4,498-30.2% | $6,031-47.9% | $4,346-27.7% |
| Admin fee / account holder | $109 | $2,234-95.1% | $12,690-99.1% | $1,942-94.4% |