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 ADVISORS7 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $54,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,645 | $95,274-37.4% | $135,903-56.1% | $74,419-19.9% |
| Participation rate | 84.2% | 78.2%+6.0pp | 81.9%+2.3pp | 70.7%+13.4pp |
| Annual return | 24.28% | 32.77%-8.5pp | 68.23%-44.0pp | 34.38%-10.1pp |
| Employer contribution / active EE | $2,706 | $3,874-30.1% | $4,856-44.3% | $2,637+2.6% |
| Participant deferral / active EE | $9,967 | $7,782+28.1% | $7,758+28.5% | $4,528+120.1% |
| Admin fee / account holder | $157 | $266-40.8% | $10,762-98.5% | $348-54.7% |