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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.
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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC2+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $82,039 |
PENSION CORPORATION OF AMERICA2+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $28,043 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,315 | $77,634-1.7% | $156,549-51.3% | $62,891+21.3% |
| Participation rate | 43.5% | 71.2%-27.7pp | 84.0%-40.5pp | 69.3%-25.8pp |
| Annual return | 7.82% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $452 | $3,444-86.9% | $5,501-91.8% | $2,281-80.2% |
| Participant deferral / active EE | $1,243 | $3,045-59.2% | $4,871-74.5% | $3,203-61.2% |
| Admin fee / account holder | $374 | $5,561-93.3% | $13,027-97.1% | $4,296-91.3% |