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 ADVISORS4 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $24,167 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,262 | $70,587+10.9% | $124,672-37.2% | $85,850-8.8% |
| Participation rate | 74.5% | 64.4%+10.1pp | 74.6%-0.1pp | 69.3%+5.2pp |
| Annual return | 11.98% | 20688.83%-20676.8pp | 5142.93%-5130.9pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,192 | $1,913+14.6% | $3,324-34.0% | $2,565-14.5% |
| Participant deferral / active EE | $2,860 | $2,969-3.7% | $4,614-38.0% | $3,952-27.6% |
| Admin fee / account holder | $480 | $5,282-90.9% | $7,493-93.6% | $6,260-92.3% |