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 AMERICA5+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $54,365 |
PCA INVESTMENT ADVISORY SERVICES5+ years Service code 50 · EIN 59-3766965 | Direct Payment | $7,700 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $1,525 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $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.
Annual investment return 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.
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 | $76,617 | $88,515-13.4% | $162,163-52.8% | $67,579+13.4% |
| Participation rate | 64.5% | 86.8%-22.3pp | 87.6%-23.1pp | 71.3%-6.8pp |
| Annual return | 13.07% | 27.04%-14.0pp | 115.59%-102.5pp | 378.56%-365.5pp |
| Employer contribution / active EE | $1,115 | $3,563-68.7% | $5,614-80.1% | $2,148-48.1% |
| Participant deferral / active EE | $3,413 | $5,724-40.4% | $7,298-53.2% | $3,539-3.6% |
| Admin fee / account holder | $44 | $124-64.5% | $10,843-99.6% | $142-69.2% |