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, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $12,292 |
PENSION CORPORATION OF AMERICA2+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $997 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,013 | $46,732-55.0% | $156,549-86.6% | $55,167-61.9% |
| Participation rate | 46.5% | 65.8%-19.3pp | 84.0%-37.5pp | 69.0%-22.5pp |
| Annual return | 4.48% | 17.72%-13.2pp | 32.23%-27.7pp | 169.23%-164.7pp |
| Employer contribution / active EE | $149 | $2,105-92.9% | $5,501-97.3% | $1,963-92.4% |
| Participant deferral / active EE | $836 | $2,204-62.1% | $4,871-82.8% | $3,054-72.6% |
| Admin fee / account holder | $193 | $418-54.0% | $13,027-98.5% | $504-61.8% |