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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,920 |
MONARCH PLAN ADVISORS1 year Service code 27 · EIN 46-3919960 | Advisory (Plan) | $19,622 |
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 | $27,784 | $155,795-82.2% | $136,294-79.6% | $69,631-60.1% |
| Participation rate | 92.0% | 75.2%+16.7pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 26.21% | 232464.33%-232438.1pp | 5155.94%-5129.7pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $2,363 | $2,991-21.0% | $4,695-49.7% | $2,032+16.3% |
| Participant deferral / active EE | $6,650 | $5,394+23.3% | $6,247+6.4% | $3,224+106.3% |
| Admin fee / account holder | $97 | $128-24.2% | $9,243-98.9% | $110-12.0% |