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 |
|---|---|---|
PENSION CORPORATION OF AMERICA3+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $26,899 |
MCF ADVISORS LLC3+ years Service code 27 50 E RIVERCENTER BLVD, STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $16,439 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,662 | $64,909-49.7% | $82,313-60.3% | $62,292-47.6% |
| Participation rate | 80.8% | 74.9%+5.9pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 13.89% | 21.18%-7.3pp | 25.88%-12.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,923 | $1,676+14.7% | $2,428-20.8% | $2,042-5.8% |
| Participant deferral / active EE | $3,191 | $3,103+2.8% | $3,706-13.9% | $3,169+0.7% |
| Admin fee / account holder | $390 | $440-11.2% | $5,608-93.0% | $479-18.5% |