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 |
|---|---|---|
MONARCH PLAN ADVISORS3 years Service code 27 40 WEST EASY STREET · SIMI VALLEY, CA 93065 | Advisory (Plan) | $52,111 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,723 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,196 | $88,122-58.9% | $141,162-74.4% | $67,579-46.4% |
| Participation rate | 88.9% | 76.5%+12.5pp | 82.5%+6.4pp | 71.3%+17.6pp |
| Annual return | 29.73% | 75.40%-45.7pp | 71.39%-41.7pp | 378.56%-348.8pp |
| Employer contribution / active EE | $2,474 | $3,224-23.3% | $4,735-47.8% | $2,148+15.2% |
| Participant deferral / active EE | $8,919 | $5,958+49.7% | $6,709+32.9% | $3,539+152.0% |
| Admin fee / account holder | $176 | $131+34.6% | $10,261-98.3% | $142+23.8% |