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 Service code 27 40 WEST EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $20,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,790 |
QBI, LLC5+ years Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $6,160 |
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W EASY STREET SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $0 |
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 | $79,204 | $86,332-8.3% | $125,175-36.7% | $65,185+21.5% |
| Participation rate | 95.2% | 75.3%+19.9pp | 79.8%+15.5pp | 70.2%+25.0pp |
| Annual return | 19.89% | 27.43%-7.5pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,819 | $2,040-10.8% | $3,865-52.9% | $2,177-16.4% |
| Participant deferral / active EE | $5,645 | $3,537+59.6% | $4,937+14.3% | $3,514+60.6% |
| Admin fee / account holder | $127 | $609-79.1% | $9,702-98.7% | $847-85.0% |