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 AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $36,174 |
PCA INVESTMENT ADVISORY SERVICES4+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $5,319 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,044 | $79,523-25.8% | $140,016-57.8% | $56,287+4.9% |
| Participation rate | 65.1% | 85.7%-20.6pp | 87.5%-22.4pp | 69.9%-4.7pp |
| Annual return | -2.77% | 2.39%-5.2pp | 651.12%-653.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $973 | $3,350-70.9% | $5,606-82.6% | $2,111-53.9% |
| Participant deferral / active EE | $2,896 | $5,129-43.5% | $6,927-58.2% | $3,350-13.6% |
| Admin fee / account holder | $107 | $614-82.5% | $10,705-99.0% | $521-79.4% |