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 Service code 16 · EIN 20-0566061 | Consulting | $20,903 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 50 · EIN 42-1558009 | Direct Payment | $16,773 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $2,137 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,790 | $52,279-8.6% | $89,391-46.5% | $79,858-40.2% |
| Participation rate | 92.2% | 57.5%+34.7pp | 68.0%+24.2pp | 69.6%+22.6pp |
| Annual return | 3.01% | 22.16%-19.2pp | 245.62%-242.6pp | 31.71%-28.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,552 | $2,740+102.6% | $3,890+42.7% | $3,740+48.4% |
| Admin fee / account holder | $337 | $3,356-89.9% | $4,881-93.1% | $5,306-93.6% |