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 | $92,082 |
MONARCH PLAN ADVISORS6 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $65,697 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,267 | $82,202-42.5% | $125,339-62.3% | $64,808-27.1% |
| Participation rate | 79.1% | 77.9%+1.2pp | 82.4%-3.3pp | 71.5%+7.6pp |
| Annual return | -17.29% | 3.48%-20.8pp | 572.05%-589.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,244 | $3,615-37.9% | $4,814-53.4% | $2,506-10.5% |
| Participant deferral / active EE | $8,375 | $7,175+16.7% | $7,446+12.5% | $4,310+94.3% |
| Admin fee / account holder | $270 | $163+65.3% | $10,010-97.3% | $188+43.7% |