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 |
|---|---|---|
PENSION CORPORATION OF AMERICA2+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $58,718 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 10 · EIN 31-0800053 | Accounting | $9,132 |
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 | $45,594 | $74,024-38.4% | $77,999-41.5% | $57,658-20.9% |
| Participation rate | 94.9% | 79.7%+15.2pp | 75.5%+19.4pp | 70.2%+24.7pp |
| Annual return | 6.90% | 12.14%-5.2pp | 425.96%-419.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,363 | $2,365-42.4% | $2,470-44.8% | $1,974-30.9% |
| Participant deferral / active EE | $3,990 | $3,533+12.9% | $3,497+14.1% | $3,061+30.4% |
| Admin fee / account holder | $66 | $93-28.9% | $5,480-98.8% | $95-29.9% |