See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES10+ years Filed as: PCA INVESTMENT ADVISORY SERVICES I Service code 27 · EIN 59-3766965 | Advisory (Plan) | $122,109 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,713 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,881 |
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.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,691 | $73,283-60.8% | $155,567-81.6% | $106,408-73.0% |
| Participation rate | 12.1% | 73.3%-61.1pp | 78.2%-66.1pp | 69.9%-57.7pp |
| Annual return | 15.54% | 15.76%-0.2pp | 64.74%-49.2pp | 17.37%-1.8pp |
| Employer contribution / active EE | $125 | $2,241-94.4% | $4,674-97.3% | $3,361-96.3% |
| Participant deferral / active EE | $707 | $4,567-84.5% | $5,628-87.4% | $5,567-87.3% |
| Admin fee / account holder | $54 | $56-2.7% | $15,916-99.7% | $79-31.3% |