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 LLC6+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $12,845 |
PENSION CORPORATION OF AMERICA6+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $3,365 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $648 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,215 | $58,879-82.7% | $178,490-94.3% | $73,488-86.1% |
| Participation rate | 86.0% | 66.2%+19.8pp | 81.9%+4.1pp | 70.7%+15.4pp |
| Annual return | 9.95% | 24.86%-14.9pp | 151.07%-141.1pp | 28.51%-18.6pp |
| Employer contribution / active EE | $517 | $2,236-76.9% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $929 | $2,567-63.8% | $5,202-82.1% | $3,740-75.2% |
| Admin fee / account holder | $88 | $400-78.0% | $13,984-99.4% | $513-82.8% |