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 SERVICES2+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $14,739 |
PENSION CORPORATION OF AMERICA2+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $5,373 |
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 | $36,794 | $55,415-33.6% | $155,509-76.3% | $74,495-50.6% |
| Participation rate | 39.9% | 61.9%-22.0pp | 78.2%-38.3pp | 67.2%-27.3pp |
| Annual return | 14.98% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $209 | $2,267-90.8% | $4,672-95.5% | $2,623-92.0% |
| Participant deferral / active EE | $1,377 | $2,836-51.4% | $5,626-75.5% | $4,346-68.3% |
| Admin fee / account holder | $175 | $1,738-89.9% | $15,912-98.9% | $1,942-91.0% |