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 17 · EIN 84-1543749 | Pension Consulting | $10,417 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,583 | $54,320-76.8% | $67,652-81.4% | $52,331-76.0% |
| Participation rate | 77.5% | 73.6%+3.9pp | 75.7%+1.9pp | 68.1%+9.4pp |
| Annual return | -1.49% | 6.81%-8.3pp | 6625.04%-6626.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $998 | $1,544-35.3% | $2,266-55.9% | $1,882-47.0% |
| Participant deferral / active EE | $1,978 | $2,950-32.9% | $3,560-44.4% | $3,022-34.5% |
| Admin fee / account holder | $77 | $527-85.4% | $4,821-98.4% | $592-87.0% |