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, LLC3+ years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $12,849 |
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 | $16,337 | $69,823-76.6% | $77,163-78.8% | $74,419-78.0% |
| Participation rate | 43.2% | 70.0%-26.8pp | 69.6%-26.4pp | 70.7%-27.5pp |
| Annual return | 21.92% | 19.98%+1.9pp | 37.87%-16.0pp | 34.38%-12.5pp |
| Employer contribution / active EE | $1,359 | $2,150-36.8% | $2,535-46.4% | $2,637-48.5% |
| Participant deferral / active EE | $2,554 | $3,558-28.2% | $3,833-33.4% | $4,528-43.6% |
| Admin fee / account holder | $97 | $398-75.5% | $5,472-98.2% | $348-72.0% |