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 |
|---|---|---|
EPLAN ADVISORS, LLC2+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $6,419 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,320 | $76,552-82.6% | $123,892-89.2% | $62,891-78.8% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 10.88% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,017 | $2,883-30.0% | $4,617-56.3% | $2,281-11.6% |
| Participant deferral / active EE | $4,937 | $4,840+2.0% | $5,984-17.5% | $3,203+54.1% |
| Admin fee / account holder | $58 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |