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 MCDANIEL6+ years Filed as: CHRIS ELLER Service code 27 1403 13TH AVENUE · MENDOTA, IL 61342 | Advisory (Plan) | $48,585 |
EPLAN ADVISORS, LLC6+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $7,775 |
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 | $50,297 | $136,307-63.1% | $177,821-71.7% | $73,488-31.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 17.90% | 18.68%-0.8pp | 48.32%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $6,396 | $3,712+72.3% | $5,918+8.1% | $2,270+181.7% |
| Participant deferral / active EE | $9,464 | $5,829+62.4% | $7,714+22.7% | $3,740+153.1% |
| Admin fee / account holder | $237 | $596-60.2% | $12,427-98.1% | $513-53.8% |