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 LLC6 years Service code 28 · EIN 20-0566061 | Investment Management | $22,368 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,813 | $55,415+24.2% | $155,509-55.7% | $74,495-7.6% |
| Participation rate | 93.7% | 61.9%+31.8pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 10.56% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,090 | $2,267-7.8% | $4,672-55.3% | $2,623-20.3% |
| Participant deferral / active EE | $2,612 | $2,836-7.9% | $5,626-53.6% | $4,346-39.9% |
| Admin fee / account holder | $221 | $1,738-87.3% | $15,912-98.6% | $1,942-88.6% |