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 Service code 17 · EIN 36-1543746 | Pension Consulting | $13,681 |
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 | $24,218 | $52,580-53.9% | $71,671-66.2% | $70,131-65.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 21.24% | 20.25%+1.0pp | 20.65%+0.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $3,048 | $1,616+88.7% | $2,460+23.9% | $2,342+30.1% |
| Participant deferral / active EE | $4,029 | $2,386+68.8% | $3,438+17.2% | $3,332+20.9% |
| Admin fee / account holder | $94 | $3,653-97.4% | $5,558-98.3% | $4,645-98.0% |