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 15 · EIN 31-1360674 | Recordkeeping | $1,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,478 | $52,467-66.7% | $57,179-69.4% | $55,167-68.3% |
| Participation rate | 11.4% | 75.8%-64.4pp | 75.3%-63.9pp | 69.0%-57.6pp |
| Annual return | 10.59% | 7.72%+2.9pp | 14.59%-4.0pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $662 | $2,830-76.6% | $3,096-78.6% | $3,054-78.3% |
| Admin fee / account holder | $33 | $269-87.6% | $3,139-98.9% | $504-93.4% |