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 LLC3+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $12,217 |
PENSION CORPORATION OF AMERICA3+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $1,785 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $140 |
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 | $20,751 | $55,453-62.6% | $170,442-87.8% | $62,292-66.7% |
| Participation rate | 47.2% | 66.4%-19.2pp | 83.6%-36.4pp | 69.5%-22.3pp |
| Annual return | 12.32% | 21.38%-9.1pp | 205.93%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $164 | $2,164-92.4% | $5,433-97.0% | $2,042-92.0% |
| Participant deferral / active EE | $787 | $2,303-65.8% | $4,939-84.1% | $3,169-75.2% |
| Admin fee / account holder | $191 | $455-58.0% | $13,880-98.6% | $479-60.1% |