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 | $5,736 |
PCA INVESTMENT ADVISORY SERVICES4+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $1,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,207 | $44,873-26.0% | $79,464-58.2% | $56,287-41.0% |
| Participation rate | 24.1% | 68.7%-44.6pp | 73.3%-49.2pp | 69.9%-45.7pp |
| Annual return | -3.39% | 0.81%-4.2pp | 718.14%-721.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $429 | $2,140-80.0% | $2,800-84.7% | $2,111-79.7% |
| Participant deferral / active EE | $888 | $2,746-67.7% | $3,704-76.0% | $3,350-73.5% |
| Admin fee / account holder | $52 | $418-87.6% | $5,113-99.0% | $521-90.0% |