See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC7 years Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $40,944 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $2,908 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $1,875 |
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 | $64,965 | $57,016+13.9% | $84,966-23.5% | $80,856-19.7% |
| Participation rate | 98.8% | 56.3%+42.5pp | 67.5%+31.3pp | 67.6%+31.2pp |
| Annual return | 14.81% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,419 | $1,798+34.5% | $2,727-11.3% | $2,755-12.2% |
| Participant deferral / active EE | $7,242 | $3,110+132.9% | $4,519+60.2% | $4,296+68.6% |
| Admin fee / account holder | $354 | $4,980-92.9% | $6,149-94.2% | $6,918-94.9% |