See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,343 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $23,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,729 | $79,013-10.5% | $100,391-29.5% | $74,495-5.1% |
| Participation rate | 81.4% | 79.5%+1.9pp | 81.5%-0.1pp | 67.2%+14.2pp |
| Annual return | 32.07% | 20.41%+11.7pp | 49.20%-17.1pp | 1364.94%-1332.9pp |
| Employer contribution / active EE | $3,507 | $3,021+16.1% | $3,942-11.0% | $2,623+33.7% |
| Participant deferral / active EE | $14,240 | $7,760+83.5% | $8,082+76.2% | $4,346+227.7% |
| Admin fee / account holder | $470 | $1,320-64.4% | $7,899-94.1% | $1,942-75.8% |