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 LLC4+ years Filed as: MCF ADVISORS Service code 15 · EIN 20-0566061 | Recordkeeping | $14,359 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,056 |
ADP BROKER-DEALER4+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,474 | $47,977-26.1% | $154,107-77.0% | $56,287-37.0% |
| Participation rate | 82.3% | 66.2%+16.1pp | 83.0%-0.8pp | 69.9%+12.4pp |
| Annual return | -3.82% | 3.54%-7.4pp | 735.12%-738.9pp | -9.96%+6.1pp |
| Employer contribution / active EE | $633 | $2,169-70.8% | $5,298-88.0% | $2,111-70.0% |
| Participant deferral / active EE | $2,401 | $2,392+0.4% | $5,081-52.7% | $3,350-28.3% |
| Admin fee / account holder | $122 | $438-72.3% | $13,411-99.1% | $521-76.7% |