See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS1 year Filed as: MONARCH WEALTH MANAGEMENT Service code 20 338 HARRIS HILL RD., SUITE 108 · WILLIAMSVILLE, NY 14209 | Trustee (individual) | $41,927 |
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,729 | $68,346+43.0% | $94,646+3.3% | $75,163+30.0% |
| Participation rate | 97.8% | 76.1%+21.7pp | 80.8%+17.0pp | 67.2%+30.6pp |
| Annual return | 19.88% | 616.93%-597.0pp | 156.71%-136.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,704 | $2,701+74.2% | $3,672+28.1% | $2,670+76.2% |
| Participant deferral / active EE | $10,950 | $6,537+67.5% | $7,418+47.6% | $4,125+165.5% |
| Admin fee / account holder | $440 | $5,326-91.7% | $7,231-93.9% | $5,651-92.2% |