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 ADVISORS8 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $81,474 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,830 | $101,317-29.1% | $146,958-51.1% | $74,495-3.6% |
| Participation rate | 86.1% | 75.5%+10.6pp | 82.2%+3.9pp | 67.2%+18.9pp |
| Annual return | 17.70% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,828 | $3,810+26.7% | $4,933-2.1% | $2,623+84.1% |
| Participant deferral / active EE | $16,483 | $7,303+125.7% | $8,070+104.3% | $4,346+279.3% |
| Admin fee / account holder | $231 | $1,739-86.7% | $12,998-98.2% | $1,942-88.1% |