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 ADVISORS3 years Filed as: MONARCH WEALTH MANAGEMENT Service code 20 338 HARRIS HILL RD., SUITE 108 · WILLIAMSVILLE, NY 14209 | Trustee (individual) | $55,361 |
EMPLOYEE FIDUCIARY, LLC4 years Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $19,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,115 | $88,634+18.6% | $101,326+3.7% | $74,304+41.5% |
| Participation rate | 92.9% | 76.9%+16.0pp | 81.5%+11.4pp | 60.3%+32.5pp |
| Annual return | 24.83% | 33.10%-8.3pp | 36.82%-12.0pp | 29.43%-4.6pp |
| Employer contribution / active EE | $5,392 | $2,930+84.0% | $3,665+47.1% | $2,241+140.6% |
| Participant deferral / active EE | $11,945 | $7,322+63.1% | $7,994+49.4% | $3,767+217.1% |
| Admin fee / account holder | $421 | $2,425-82.6% | $11,185-96.2% | $2,969-85.8% |