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 LLC1 year Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $34,353 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $4,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,738 | $33,067+23.2% | $76,523-46.8% | $56,287-27.6% |
| Participation rate | 79.0% | 55.4%+23.6pp | 68.0%+11.0pp | 69.9%+9.1pp |
| Annual return | 8.92% | 2.72%+6.2pp | -0.27%+9.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $2,143 | $1,200+78.5% | $2,647-19.0% | $2,111+1.5% |
| Participant deferral / active EE | $4,702 | $2,240+109.9% | $3,835+22.6% | $3,350+40.4% |
| Admin fee / account holder | $313 | $537-41.6% | $4,848-93.5% | $521-39.8% |