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 MCDANIEL5+ years Filed as: CHRIS ELLER Service code 27 1403 13TH AVENUE · MENDOTA, IL 61342 | Advisory (Plan) | $41,819 |
EPLAN ADVISORS, LLC5+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $8,247 |
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 | $38,012 | $109,359-65.2% | $162,163-76.6% | $72,985-47.9% |
| Participation rate | 94.9% | 84.3%+10.6pp | 87.6%+7.3pp | 69.5%+25.4pp |
| Annual return | 21.05% | 25.46%-4.4pp | 115.59%-94.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,971 | $3,907-24.0% | $5,614-47.1% | $2,440+21.8% |
| Participant deferral / active EE | $6,921 | $5,481+26.3% | $7,298-5.2% | $3,607+91.8% |
| Admin fee / account holder | $216 | $7,972-97.3% | $10,843-98.0% | $5,124-95.8% |