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 LLC5 years Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $45,083 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $2,942 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $2,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,024 | $45,863+6.9% | $77,024-36.4% | $68,494-28.4% |
| Participation rate | 91.0% | 55.9%+35.1pp | 67.9%+23.1pp | 67.9%+23.1pp |
| Annual return | -13.04% | 1.72%-14.8pp | 42.32%-55.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,197 | $1,650-27.4% | $2,812-57.4% | $2,596-53.9% |
| Participant deferral / active EE | $6,263 | $2,962+111.4% | $4,426+41.5% | $4,027+55.5% |
| Admin fee / account holder | $390 | $3,041-87.2% | $5,425-92.8% | $5,403-92.8% |