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 ADVISORS2 years Filed as: MONARCH WEALTH MANAGEMENT Service code 20 338 HARRIS HILL RD., SUITE 108 · WILLIAMSVILLE, NY 14209 | Trustee (individual) | $50,799 |
EMPLOYEE FIDUCIARY, LLC3 years Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $17,360 |
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 | $102,951 | $79,013+30.3% | $100,391+2.6% | $74,495+38.2% |
| Participation rate | 98.0% | 79.5%+18.6pp | 81.5%+16.6pp | 67.2%+30.8pp |
| Annual return | 14.50% | 20.41%-5.9pp | 49.20%-34.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $5,109 | $3,021+69.1% | $3,942+29.6% | $2,623+94.8% |
| Participant deferral / active EE | $11,351 | $7,760+46.3% | $8,082+40.5% | $4,346+161.2% |
| Admin fee / account holder | $464 | $1,320-64.9% | $7,899-94.1% | $1,942-76.1% |