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, LLC1 year Service code 17 · EIN 84-1543746 | Pension Consulting | $10,897 |
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 | $18,428 | $47,944-61.6% | $67,834-72.8% | $62,891-70.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 9.75% | 11.77%-2.0pp | 138.47%-128.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,348 | $1,562+114.3% | $2,403+39.3% | $2,281+46.8% |
| Participant deferral / active EE | $3,811 | $2,247+69.6% | $3,160+20.6% | $3,203+19.0% |
| Admin fee / account holder | $83 | $3,712-97.8% | $4,622-98.2% | $4,296-98.1% |