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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,438 |
MONARCH PLAN ADVISORS5 years Service code 16 · EIN 46-3919960 | Consulting | $74,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,845 | $104,317-43.6% | $159,436-63.1% | $86,799-32.2% |
| Participation rate | 85.9% | 77.7%+8.2pp | 82.8%+3.1pp | 72.3%+13.6pp |
| Annual return | 22.61% | 26.32%-3.7pp | 263.57%-241.0pp | 97.91%-75.3pp |
| Employer contribution / active EE | $2,407 | $3,451-30.2% | $4,829-50.2% | $2,405+0.1% |
| Participant deferral / active EE | $9,956 | $6,837+45.6% | $7,352+35.4% | $4,131+141.0% |
| Admin fee / account holder | $293 | $172+69.9% | $10,799-97.3% | $170+72.5% |