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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 LLC6+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $73,773 |
PENSION CORPORATION OF AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,676 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
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 | $99,036 | $91,190+8.6% | $178,490-44.5% | $79,858+24.0% |
| Participation rate | 81.6% | 69.2%+12.4pp | 81.9%-0.3pp | 69.6%+12.0pp |
| Annual return | 12.42% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,021 | $3,256-68.6% | $5,011-79.6% | $2,471-58.7% |
| Participant deferral / active EE | $2,389 | $3,236-26.2% | $5,202-54.1% | $3,740-36.1% |
| Admin fee / account holder | $396 | $6,751-94.1% | $13,984-97.2% | $5,306-92.5% |