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+ years Filed as: EPLAN ADVISORS LLC Service code 15 · EIN 81-1543749 700 N. COLORADO BLVD · DENVER, CO 80206 | Recordkeeping | $12,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,071 | $81,258-64.2% | $105,218-72.4% | $59,632-51.2% |
| Participation rate | 84.3% | 75.4%+8.9pp | 77.2%+7.0pp | 68.7%+15.6pp |
| Annual return | 0.47% | 1.96%-1.5pp | 5.33%-4.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,845 | $2,562-28.0% | $3,255-43.3% | $2,203-16.2% |
| Participant deferral / active EE | $4,685 | $3,881+20.7% | $4,867-3.7% | $3,192+46.8% |
| Admin fee / account holder | $116 | $5,841-98.0% | $6,992-98.3% | $4,297-97.3% |