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 |
|---|---|---|
MCF ADVISORS LLC2+ years Filed as: MCF ADVISORS Service code 15 · EIN 20-0566061 | Recordkeeping | $10,964 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,631 | $46,732-19.5% | $156,549-76.0% | $55,167-31.8% |
| Participation rate | 71.2% | 65.8%+5.4pp | 84.0%-12.8pp | 69.0%+2.2pp |
| Annual return | 7.57% | 17.72%-10.1pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $517 | $2,105-75.5% | $5,501-90.6% | $1,963-73.7% |
| Participant deferral / active EE | $1,786 | $2,204-19.0% | $4,871-63.3% | $3,054-41.5% |
| Admin fee / account holder | $111 | $418-73.5% | $13,027-99.1% | $504-78.0% |