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 ADVISORS2 years Filed as: MONARCH PLAN ADVISORS. Service code 27 · EIN 46-3919960 | Advisory (Plan) | $12,567 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,814 | $86,929+6.8% | $102,423-9.4% | $80,856+14.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.22% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,450 | $2,369+45.6% | $3,023+14.1% | $2,755+25.2% |
| Participant deferral / active EE | $8,097 | $4,118+96.6% | $5,053+60.2% | $4,296+88.5% |
| Admin fee / account holder | $183 | $8,049-97.7% | $9,451-98.1% | $6,918-97.4% |