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 |
|---|---|---|
MONARCH PLAN ADVISORS1 year Filed as: MONARCH PLAN ADVISORS. Service code 27 · EIN 46-3919960 | Advisory (Plan) | $7,173 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,200 |
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 | $53,460 | $80,968-34.0% | $96,544-44.6% | $75,163-28.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.46% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,146 | $2,282+37.9% | $2,965+6.1% | $2,670+17.8% |
| Participant deferral / active EE | $6,896 | $3,928+75.6% | $4,851+42.2% | $4,125+67.2% |
| Admin fee / account holder | $63 | $6,724-99.1% | $8,252-99.2% | $5,651-98.9% |