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 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 | $16,611 |
QBI, LLC6+ years Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $14,086 |
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 | $80,843 | $81,474-0.8% | $133,956-39.6% | $73,488+10.0% |
| Participation rate | 95.9% | 76.4%+19.5pp | 79.8%+16.1pp | 70.7%+25.2pp |
| Annual return | 14.07% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,759 | $2,209-20.4% | $3,919-55.1% | $2,270-22.5% |
| Participant deferral / active EE | $5,988 | $3,786+58.1% | $5,048+18.6% | $3,740+60.1% |
| Admin fee / account holder | $163 | $713-77.2% | $8,927-98.2% | $513-68.3% |