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 CORPORATE ADVISORS, INC. Service code 27 · EIN 46-3919960 40 EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $8,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 82-1796570 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,862 | $65,435-13.1% | $86,677-34.4% | $66,914-15.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.42% | -10.89%-8.5pp | 35.91%-55.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $2,829 | $2,153+31.4% | $2,836-0.2% | $2,544+11.2% |
| Participant deferral / active EE | $2,221 | $4,100-45.8% | $4,656-52.3% | $4,237-47.6% |
| Admin fee / account holder | $146 | $642-77.2% | $7,493-98.0% | $593-75.3% |