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 |
|---|---|---|
CHRIS MCDANIEL3+ years Filed as: CHRIS ELLER Service code 27 1403 13TH AVENUE · MENDOTA, IL 61342 | Advisory (Plan) | $34,996 |
EPLAN ADVISORS, LLC3+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $12,332 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,345 | $89,739-68.4% | $149,718-81.1% | $62,292-54.5% |
| Participation rate | 94.7% | 85.1%+9.6pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 15.58% | 21.01%-5.4pp | 1501.63%-1486.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,691 | $3,233-16.8% | $5,445-50.6% | $2,042+31.7% |
| Participant deferral / active EE | $5,642 | $4,797+17.6% | $6,569-14.1% | $3,169+78.0% |
| Admin fee / account holder | $180 | $551-67.3% | $11,283-98.4% | $479-62.4% |