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 4-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 |
|---|---|---|
EPLAN ADVISORS, LLC2+ years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $13,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,093 | $56,503-76.8% | $70,092-81.3% | $64,808-79.8% |
| Participation rate | 39.1% | 70.5%-31.3pp | 70.5%-31.3pp | 71.5%-32.3pp |
| Annual return | 2.64% | -13.44%+16.1pp | 190.73%-188.1pp | 32.82%-30.2pp |
| Employer contribution / active EE | $1,063 | $2,046-48.1% | $2,559-58.5% | $2,506-57.6% |
| Participant deferral / active EE | $2,076 | $3,389-38.8% | $3,849-46.1% | $4,310-51.8% |
| Admin fee / account holder | $73 | $160-54.6% | $6,267-98.8% | $188-61.2% |