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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,145 |
MONARCH PLAN ADVISORS2 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $18,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,238 | $58,851-6.1% | $115,157-52.0% | $72,985-24.3% |
| Participation rate | 83.5% | 65.5%+18.0pp | 75.9%+7.6pp | 69.5%+14.0pp |
| Annual return | 18.92% | 23.16%-4.2pp | 35.60%-16.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,080 | $1,798+15.7% | $3,179-34.6% | $2,440-14.8% |
| Participant deferral / active EE | $2,721 | $2,643+3.0% | $4,168-34.7% | $3,607-24.6% |
| Admin fee / account holder | $359 | $6,370-94.4% | $7,088-94.9% | $5,124-93.0% |