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 |
|---|---|---|
MPC CAPITAL ADVISORS LLC7 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $165,912 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,418 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $57,785 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$133,649 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,500 | $145,877+197.9% | $150,045+189.6% | $102,872+322.4% |
| Participation rate | 87.6% | 79.8%+7.7pp | 82.3%+5.3pp | 73.0%+14.6pp |
| Annual return | 17.19% | 21.37%-4.2pp | 62.55%-45.4pp | 19.06%-1.9pp |
| Employer contribution / active EE | $6,915 | $4,710+46.8% | $4,693+47.3% | $3,526+96.1% |
| Participant deferral / active EE | $13,354 | $9,491+40.7% | $7,997+67.0% | $5,535+141.3% |
| Admin fee / account holder | $77 | $176-56.5% | $13,435-99.4% | $292-73.8% |