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 Service code 27 50 E RIVERCENTER BLVD, STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $19,239 |
PENSION CORPORATION OF AMERICA2+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $11,495 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,050 | $60,165-43.4% | $74,183-54.1% | $55,167-38.3% |
| Participation rate | 66.9% | 74.2%-7.2pp | 76.6%-9.7pp | 69.0%-2.0pp |
| Annual return | 7.07% | 10.00%-2.9pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,724 | $1,600+7.7% | $2,370-27.3% | $1,963-12.2% |
| Participant deferral / active EE | $2,869 | $2,973-3.5% | $3,550-19.2% | $3,054-6.1% |
| Admin fee / account holder | $334 | $419-20.3% | $5,586-94.0% | $504-33.7% |