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.
| Provider | Service type | Compensation |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES1+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $9,852 |
PENSION CORPORATION OF AMERICA1+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $6,331 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,997 | $61,272-49.4% | $149,673-79.3% | $71,457-56.6% |
| Participation rate | 45.9% | 62.5%-16.6pp | 78.8%-32.8pp | 67.9%-22.0pp |
| Annual return | 17.17% | 35.85%-18.7pp | 134.42%-117.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $231 | $2,378-90.3% | $4,818-95.2% | $2,588-91.1% |
| Participant deferral / active EE | $1,452 | $2,917-50.2% | $5,680-74.4% | $4,289-66.1% |
| Admin fee / account holder | $136 | $1,261-89.2% | $13,210-99.0% | $1,587-91.4% |