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 |
|---|---|---|
EPLAN ADVISORS, LLC2+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $13,372 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $250 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,545 | $42,582-16.5% | $171,082-79.2% | $57,658-38.4% |
| Participation rate | 52.6% | 63.9%-11.3pp | 76.7%-24.1pp | 70.2%-17.7pp |
| Annual return | 10.83% | 308.67%-297.8pp | 32.56%-21.7pp | 5.13%+5.7pp |
| Employer contribution / active EE | $1,002 | $1,306-23.3% | $4,002-75.0% | $1,974-49.3% |
| Participant deferral / active EE | $1,667 | $2,933-43.2% | $4,797-65.3% | $3,061-45.5% |
| Admin fee / account holder | $96 | $82+16.6% | $8,520-98.9% | $95+1.6% |