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 |
|---|---|---|
EPLAN ADVISORS, LLC3 years Filed as: EPLAN ADVISORS LLC Service code 15 · EIN 36-4352674 4300 KITTREDGE ST SUITE 100 · DENVER, CO 80239 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,951 | $55,636-58.7% | $81,983-72.0% | $73,488-68.8% |
| Participation rate | 14.9% | 62.3%-47.4pp | 69.2%-54.3pp | 70.7%-55.8pp |
| Annual return | 14.32% | 19.07%-4.7pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $456 | $1,625-71.9% | $2,498-81.8% | $2,270-79.9% |
| Participant deferral / active EE | $561 | $2,762-79.7% | $3,722-84.9% | $3,740-85.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |