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 MCDANIEL4+ years Filed as: CHRIS ELLER Service code 27 1403 13TH AVENUE · MENDOTA, IL 61342 | Advisory (Plan) | $39,105 |
EPLAN ADVISORS, LLC4+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $18,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,303 | $79,523-63.2% | $140,016-79.1% | $56,287-47.9% |
| Participation rate | 95.4% | 85.7%+9.7pp | 87.5%+7.9pp | 69.9%+25.5pp |
| Annual return | -9.20% | 2.39%-11.6pp | 651.12%-660.3pp | -9.96%+0.8pp |
| Employer contribution / active EE | $2,840 | $3,350-15.2% | $5,606-49.3% | $2,111+34.5% |
| Participant deferral / active EE | $6,192 | $5,129+20.7% | $6,927-10.6% | $3,350+84.8% |
| Admin fee / account holder | $240 | $614-60.9% | $10,705-97.8% | $521-53.9% |