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 LLC10+ years Service code 26 50 E RIVERCENTER BLVD, STE 300 · COVINGTON, KY 41011 | Advisory (Participants) | $53,743 |
PENSION CORPORATION OF AMERICA10+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $15,394 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,156 | $79,184-3.8% | $102,438-25.7% | $74,546+2.2% |
| Participation rate | 49.3% | 74.8%-25.5pp | 76.5%-27.2pp | 67.2%-17.9pp |
| Annual return | 12.50% | 54.95%-42.5pp | 29.37%-16.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,723 | $2,362-27.0% | $3,024-43.0% | $2,624-34.3% |
| Participant deferral / active EE | $2,935 | $4,414-33.5% | $5,054-41.9% | $4,347-32.5% |
| Admin fee / account holder | $617 | $2,001-69.2% | $9,448-93.5% | $1,944-68.2% |