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 |
|---|---|---|
PENSION CORPORATION OF AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $45,623 |
PCA INVESTMENT ADVISORY SERVICES6+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $30,484 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $3,138 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,506 | $111,608-27.0% | $177,821-54.2% | $73,409+11.0% |
| Participation rate | 64.2% | 87.9%-23.6pp | 87.7%-23.5pp | 72.2%-8.0pp |
| Annual return | 10.49% | 18.23%-7.7pp | 48.32%-37.8pp | 59.29%-48.8pp |
| Employer contribution / active EE | $1,386 | $3,796-63.5% | $5,918-76.6% | $2,234-38.0% |
| Participant deferral / active EE | $4,084 | $6,199-34.1% | $7,714-47.1% | $3,805+7.3% |
| Admin fee / account holder | $144 | $166-13.2% | $12,427-98.8% | $158-9.0% |