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 CORPORATE ADVISORS, INC. Service code 27 · EIN 46-3919960 40 EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $8,977 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,606 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,690 |
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 | $73,185 | $84,936-13.8% | $111,297-34.2% | $79,386-7.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 14.70% | 17.45%-2.8pp | 54.65%-39.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,756 | $1,979+39.2% | $2,731+0.9% | $2,427+13.5% |
| Participant deferral / active EE | $2,474 | $3,888-36.4% | $4,487-44.9% | $4,046-38.8% |
| Admin fee / account holder | $142 | $537-73.6% | $7,964-98.2% | $626-77.3% |