Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $88,087-61.8% | $164,866-79.6% | $74,546-54.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.62% | 17.27%-3.7pp | 69.97%-56.4pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $2,216 | $2,595-14.6% | $4,343-49.0% | $2,624-15.5% |
| Participant deferral / active EE | $3,142 | $4,499-30.2% | $6,033-47.9% | $4,347-27.7% |
| Admin fee / account holder | $109 | $2,232-95.1% | $12,689-99.1% | $1,944-94.4% |